30% Allocation FundFMWIX
Type
Mutual fund
Peer group
Allocation
Net assets
$397,140
Expense ratio
0.03%
1-year return
+9.2%
3 years, a year
+7.8%
5 years, a year
—
Holdings
4
What it aims to do.
30% Allocation Fund seeks high current income and, as a
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Salem Street Trust | 50.47% |
| Fidelity Concord Street Trust | 20.51% |
| Fidelity Salem Street Trust | 20.33% |
| Fidelity Salem Street Trust | 8.49% |
More on FMWIX.
- FMWIX overview
- FMWIX holdings
- FMWIX risk
- FMWIX costs
- FMWIX money in and out
- FMWIX share classes
- Compare FMWIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.