FWBTX Mutual Fund
FWBTX Mutual Fund
Fidelity Advisor Multi-Asset Income Fund Class C
FWBTX Mutual Fund Overview
FWBTX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class C) is managed by Fidelity Investments (US) with $140.8M in net assets. FWBTX expense ratio is 1.86%, holding 288 positions across sectors including Other, Financials, Industrials. Inception date: 2015-09-09.
FWBTX performance shows a YTD return of 1.16%. The 1-year return is 11.10% and the 5-year return is 4.66%. FWBTX dividend yield stands at 2.33%, paid monthly.
FWBTX top holdings include United States Treasury Bill 09/03/2026 (24.1%), Strategy Inc Ser A 10% Perp Pfd (3.7%), Dht Holdings Inc (3.6%), International Seaways, Inc. (3.5%), United States Department Of The Treasury 4.75% 02/15/2056 4.75 (2.7%). View all FWBTX holdings, sector breakdown, or dividend history.
FWBTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FWBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.