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Fidelity Advisor Asset Manager® 50% A FFAMX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.76  /  0.21 %
  • Total Assets 8.7 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.03%
  • Turnover 20%

Morningstar’s Analysis FFAMX

Will FFAMX outperform in future?

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

Portfolio Manager Change at Fidelity Advisor Asset Manager Series; Ratings Unaffected

null Nour Al Twal

Nour Al Twal

Analyst Note

Fidelity announced that Katherine (Katie) Shaw joined the management roster, replacing Geoff Stein on Fidelity Advisor Asset Manager series effective Nov. 1, 2023. Stein departed the series to focus on his role as CIO of Global Asset Allocation, which he started at the beginning of 2023. Shaw will be working closely with Avishek Hazrachoudhury, a manager on this strategy since 2018. Shaw joined Fidelity in 2007 and has held various roles in the consumer discretionary sector including a portfolio manager and a sector leader. This is a notable change, but the team continues to be well-staffed and appropriately supported by the firm’s resources. The changes to the management roster do not affect the fund’s Average People Pillar rating.

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Portfolio Holdings FFAMX

  • Current Portfolio Date
  • Equity Holdings 1252
  • Bond Holdings 6501
  • Other Holdings 140
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.25
212,018,791
Technology
1.93
181,652,977
Technology

iShares 20+ Year Treasury Bond ETF

1.93
181,487,311

United States Treasury Notes 1.25%

1.79
168,387,386
Government

United States Treasury Notes 4.125%

1.44
135,988,340
Government

Fidelity® Cash Central Fund

1.40
132,300,537
Cash and Equivalents

iShares MSCI USA Min Vol Factor ETF

1.30
122,728,919

United States Treasury Notes 4%

1.28
120,914,657
Government
1.26
118,561,100
Communication Services
1.16
108,879,586
Consumer Cyclical