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

Nasdaq - Delayed Quote USD

Fidelity Advisor Asset Manager 30% Z (FIKWX)

11.64
+0.06
+(0.52%)
As of 8:09:13 AM EDT. Market Open.
Loading Chart for FIKWX
  • Previous Close 11.58
  • YTD Return 0.82%
  • Expense Ratio 0.48%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 1.95B
  • Beta (5Y Monthly) 0.68
  • Yield 3.07%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.06
  • Inception Date Oct 9, 2007

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--30% to 50% Equity

Fund Category

1.95B

Net Assets

2007-10-09

Inception Date

Performance Overview: FIKWX

View More

Trailing returns as of 4/11/2025. Category is Allocation--30% to 50% Equity.

YTD Return

FIKWX
0.82%
Category
5.91%
 

1-Year Return

FIKWX
4.62%
Category
18.59%
 

3-Year Return

FIKWX
2.65%
Category
8.56%
 

5-Year Return

FIKWX
5.68%
Category
7.44%
 

People Also Watch

Holdings: FIKWX

View More

Sector Weightings

SectorFIKWX
Technology   24.35%
Industrials   12.12%
Healthcare   10.02%
Energy   3.35%
Real Estate   3.25%
Utilities   2.09%

Recent News: FIKWX

View More

Research Reports: FIKWX

View More

Top Mutual Funds