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Morningstar

Fidelity Asset Manager® 20% FASIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FASIX

Will FASIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FASIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FASIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FASIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Fine Series of Target-Risk Funds.

Associate Analyst

Summary

| by Nour Al Twal

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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