Yahoo
Nasdaq - Delayed Quote USD

Fidelity Advisor Multi-Asset Income A (FWATX)

16.55 +0.40 (+2.48%)
At close: 5:18:03 PM EDT
Chart Range Bar
Loading chart for FWATX
  • Previous Close 16.15
  • YTD Return 3.71%
  • Expense Ratio 1.16%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 3.53B
  • Beta (5Y Monthly) 0.90
  • Yield 3.43%
  • 5y Average Return --
  • Holdings Turnover 225.00%
  • Last Dividend 0.30
  • Inception Date Sep 9, 2015

The fund invests at least 80% of assets in a combination of debt securities and income-producing equity securities. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.

Fidelity Investments

Fund Family

Allocation--30% to 50% Equity

Fund Category

3.53B

Net Assets

2015-09-09

Inception Date

Performance Overview

View More

Trailing returns as of 8/14/2026. Category is Allocation--30% to 50% Equity.

YTD Return

FWATX
3.71%
Category
5.91%

1-Year Return

FWATX
9.36%
Category
18.59%

3-Year Return

FWATX
9.86%
Category
8.56%

5-Year Return

FWATX
5.37%
Category
7.44%

People Also Watch

Holdings

View More

Top 7 Holdings (21.45% of Total Assets)

Symbol Company % Assets
Strategy Inc 3.78%
International Seaways, Inc. 3.56%
DHT Holdings, Inc. 3.19%
Alphabet Inc. 2.89%
NVIDIA Corporation 2.78%
Amazon.com, Inc. 2.71%
Almonty Industries Inc. 2.53%

Sector Weightings

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: