Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Advisor Asset Manager 20% Z (FIKVX)

13.41
+0.06
+(0.45%)
As of 8:09:13 AM EDT. Market Open.
Loading Chart for FIKVX
  • Previous Close 13.35
  • YTD Return 1.05%
  • Expense Ratio 0.46%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 5.41B
  • Beta (5Y Monthly) 0.54
  • Yield 3.36%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.09
  • Inception Date Oct 2, 2018

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Fidelity Investments

Fund Family

Allocation--15% to 30% Equity

Fund Category

5.41B

Net Assets

2018-10-02

Inception Date

Performance Overview: FIKVX

View More

Trailing returns as of 4/11/2025. Category is Allocation--15% to 30% Equity.

YTD Return

FIKVX
1.05%
Category
3.28%
 

1-Year Return

FIKVX
4.64%
Category
11.74%
 

3-Year Return

FIKVX
2.42%
Category
6.56%
 

5-Year Return

FIKVX
4.31%
Category
5.38%
 

People Also Watch

Holdings: FIKVX

View More

Sector Weightings

SectorFIKVX
Technology   24.62%
Industrials   11.88%
Healthcare   10.05%
Real Estate   3.72%
Energy   3.36%
Utilities   2.11%

Recent News: FIKVX

View More

Research Reports: FIKVX

View More

Top Mutual Funds