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Fidelity Advisor Asset Manager 50% Z (FIKZX)

19.89
+0.05
+(0.25%)
At close: 6:49:15 PM EDT
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  • Previous Close 19.84
  • YTD Return 0.10%
  • Expense Ratio 0.47%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 9.28B
  • Beta (5Y Monthly) 0.89
  • Yield 2.47%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.08
  • Inception Date Oct 2, 2006

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).

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

9.28B

Net Assets

2006-10-02

Inception Date

Performance Overview: FIKZX

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Trailing returns as of 4/11/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FIKZX
0.10%
Category
9.69%
 

1-Year Return

FIKZX
4.47%
Category
27.06%
 

3-Year Return

FIKZX
3.38%
Category
11.00%
 

5-Year Return

FIKZX
8.42%
Category
10.26%
 

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Holdings: FIKZX

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Sector Weightings

SectorFIKZX
Technology   24.34%
Industrials   12.32%
Healthcare   10.11%
Energy   3.31%
Real Estate   2.80%
Utilities   2.09%

Recent News: FIKZX

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Research Reports: FIKZX

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