FIWBX Mutual Fund
FIWBX Mutual Fund
FIWBX Mutual Fund
Fidelity Advisor Multi-Asset Income Fund Class Z
FIWBX Mutual Fund Overview
FIWBX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class Z) is managed by Fidelity Investments (US) with $676.5M in net assets. FIWBX expense ratio is 0.76%, holding 255 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-10-02.
FIWBX performance shows a YTD return of 10.25%. The 1-year return is 10.93% and the 5-year return is 6.80%. FIWBX dividend yield stands at 3.99%, paid monthly.
FIWBX top holdings include Us Treasury N/B 4.375 5/15/2036 (9.8%), Us Treasury N/B 4.13% 02/15/2036 4.13 (5.8%), International Seaways, Inc. (4.5%), U.S. Treasury Bond 4.625 05/15/2054 (4.4%), Us Treasury N/B 4.63 2055-02-15 (4.4%). Go to all FIWBX holdings, FIWBX sectors, or FIWBX dividends.
FIWBX can be compared against other funds. Use FIWBX overlap to find shared positions, or FIWBX vs another fund for a side-by-side view. FIWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.