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Fidelity Advisor Asset Manager 40% Z (FIKYX)

12.69
+0.02
+(0.16%)
At close: 6:49:15 PM EDT
Loading Chart for FIKYX
  • Previous Close 12.67
  • YTD Return 0.46%
  • Expense Ratio 0.48%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.22B
  • Beta (5Y Monthly) 0.78
  • Yield 2.73%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • 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 1 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

2.22B

Net Assets

2007-10-09

Inception Date

Performance Overview: FIKYX

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

YTD Return

FIKYX
0.46%
Category
5.91%
 

1-Year Return

FIKYX
4.49%
Category
18.59%
 

3-Year Return

FIKYX
3.03%
Category
8.56%
 

5-Year Return

FIKYX
7.07%
Category
7.44%
 

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Holdings: FIKYX

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Sector Weightings

SectorFIKYX
Technology   24.34%
Industrials   12.29%
Healthcare   10.11%
Energy   3.32%
Real Estate   2.98%
Utilities   2.09%

Recent News: FIKYX

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Research Reports: FIKYX

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