FMSDX : Fidelity® Multi-Asset Income Fund

FMSDX is a Allocation Market All-In-One with MODERATE fees.

FMSDX

Fidelity® Multi-Asset Income Fund

FI Score

34 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

34% FI Score
  • fmsdx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Multi-Asset Income Fund

Expenses: 0.84% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks to provide a combination of income and capital appreciation. The fund normally invests primarily in income producing securities of all types. 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.

Largest Holdings

Amount Holding
3.85% United States Treasury Bonds 2%
3.21% DHT Holdings Inc
2.11% Microsoft Corp
2.09% Apple Inc
1.83% Amazon.com Inc
1.44% COINMACH TLB 1LN EXT 11/14/22
1.44% Alphabet Inc A
1.04% CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.75%
1.04% Wachovia Capital Trust III 5.57%
1.00% Cisco Systems Inc
0.95% DHT Holdings, Inc. 4.5%
0.92% Johnson & Johnson
0.91% Frontline Ltd
0.91% United States Treasury Notes 1.62%
0.91% Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC 4.88%
0.88% United States Treasury Notes 1.75%
0.88% NextEra Energy Inc
0.84% United States Treasury Notes 1.62%
0.79% Verizon Communications Inc
0.79% Facebook Inc A
0.76% Roche Holding AG ADR
0.74% Qualcomm Inc
0.72% Procter & Gamble Co
0.70% JPMorgan Chase & Co
0.69% The Walt Disney Company 2%

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