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Fidelity Asset Manager® 85% FAMRX

Analyst rating as of
NAV / 1-Day Return
26.02  /  0.15 %
Total Assets
4.2 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Below Average
Longest Manager Tenure
12.60 years
Category
Allocation--85%+ Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.10%
Turnover
18%
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Morningstar’s Analysis

Will FAMRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Solid underlying fixed-income managers, but mind the downside risk.

Associate Director

Summary

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The Fidelity Asset Manager 20%, 30%, 40%, and 50% funds, which have heavier fixed income exposure, benefit from proven underlying managers and garner Morningstar Analyst Ratings of Bronze for the cheapest share classes, while pricier shares stay at Neutral. The remaining 60%, 70%, and 85% funds count higher allocations to the series' prosaic U.S. equity sleeve, leading to Neutral ratings across all share classes.

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