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Fidelity Asset Manager® 20% FASIX

Analyst rating as of
  • NAV / 1-Day Return 13.14  /  0.08 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.510%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.47%
  • Turnover 22%

Morningstar’s Analysis FASIX

Will FASIX outperform in future?

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

A Fine Series of Target-Risk Funds.

Associate Analyst

Summary

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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.

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