FWBTX Mutual Fund

FWBTX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class C) is managed by Fidelity Investments (US) with $138.9M in net assets. FWBTX expense ratio is 1.86%, holding 255 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-09.

FWBTX performance shows a YTD return of 10.88%. The 1-year return is 14.45% and the 5-year return is 5.70%. FWBTX dividend yield stands at 2.69%, paid monthly.

FWBTX top holdings include United States Treasury Bonds 4.75% 4.75 2056-02-15 (6.2%), Us Treasury N/B 4.375 5/15/2036 (6.2%), Fidelity Securities Lending Cash Central Fund (3.9%), Strategy Inc Ser A 10% Perp Pfd (3.8%), International Seaways, Inc. (3.6%). Go to all FWBTX holdings, FWBTX sectors, or FWBTX dividends.

FWBTX can be compared against other funds. Use FWBTX overlap to find shared positions, or FWBTX vs another fund for a side-by-side view. FWBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.