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Fidelity Multi-asset Income Fund (FMSDX)

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14.390 +0.130    +0.91%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.25B
Fidelity Multi-Asset Income Fund 14.390 +0.130 +0.91%

FMSDX Overview

 
Find basic information about the Fidelity Multi-asset Income Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FMSDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.79%
Prev. Close14.26
Risk Rating
TTM Yield3.56%
ROE24.97%
IssuerFidelity Investments
Turnover189%
ROA10.35%
Inception DateMar 28, 2018
Total Assets1.25B
Expenses0.69%
Min. InvestmentN/A
Market Cap64.93B
CategoryAllocation - - 30% to 50% Equity
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Fidelity Multi-asset Income Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1149 1061 1194 1143 1582 -
Fund Return 14.92% 6.13% 19.42% 4.54% 9.61% -
Place in category 19 8 16 46 2 -
% in Category 7 3 6 10 1 -

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Fidelity Total Market Index Instl b 107.41B 27.73 10.41 12.84
  Fidelity Blue Chip Growth 66.2B 37.89 9.30 17.88

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellesley Income Admiral 42.38B 9.19 2.86 5.57
  Vanguard Tax-Managed Balanced Adm 10.51B 14.33 5.59 7.71
  Vanguard LifeStrategy Cnsrv Gr Inv 10.47B 9.73 2.04 5.00
  Vanguard Wellesley Income Inv 8.94B 9.11 2.77 5.49
  BlackRock Multi-Asset Income Instl 5.88B 9.78 3.29 4.41

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Bonds 4.25% - 10.84 - -
United States Treasury Notes 3.5% - 10.74 - -
  DHT Holdings Inc MHY2065G1219 2.62 9.450 +1.83%
  Apple US0378331005 2.25 258.20 +1.15%
  Microsoft US5949181045 1.74 439.33 +0.94%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Sell Buy Strong Buy
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