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Morningstar

Fidelity Asset Manager® 40% FFANX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.90  /  0.67 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.530%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.30%
  • Turnover 16%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FFANX

Will FFANX 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 FFANX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FFANX 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 FFANX’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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