Fidelity Multi-Asset Income Fund Q1 2025 Commentary

(9min)

Summary

  • Fidelity Multi-Asset Income Fund is a flexible income-oriented strategy that invests tactically across a broad spectrum of income-producing securities, ranging from investment-grade bonds to dividend-paying equities.
  • The fund brings Fidelity's specialists in income investing together in a single portfolio.
  • For the quarter, the fund's Retail Class shares returned -2.01%, trailing the -0.74% result of the Composite index, a 50/50 blend of the S&P 500 index and the Bloomberg U.S. Aggregate Bond Index.
  • In managing the fund, we seek opportunities in a wide variety of assets, caused by temporary mispricing as investors overreact to fear or uncertainty.

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Igor Kutyaev

Investment Approach

  • Fidelity® Multi-Asset Income Fund is a flexible income-oriented strategy that invests tactically across a broad spectrum of income-producing securities, ranging from investment-grade bonds to dividend-paying equities.
  • Unconstrained by target asset allocation profiles or benchmark weights, the

This article was written by

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.

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