The Fidelity Asset Manager series features seven target-risk funds with strategic equity targets reflected in its name, ranging from 20% to 85%. Helmed by a sufficient asset-allocation team that uses a standard approach to asset allocation, the series receives a Neutral Morningstar Analyst Rating across all portfolios.
- NAV / 1-Day Return 22.41 / 0.99 %
- Total Assets 3.5 Bil
Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Allocation—85%+ Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 1.79%
- Turnover 27%
Morningstar’s Analysis FAMRX
Will FAMRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.