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 22.50 / 0.72 %
- Total Assets 3.5 Bil
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Adj. Expense Ratio
- Expense Ratio 0.720%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Allocation—85%+ Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 1.78%
- Turnover 27%
Morningstar’s Analysis FEYIX
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