Morningstar

Fidelity Advisor Asset Manager 60% - Class M FSATX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.34  /  −0.49 %
  • Total Assets 5.7B
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.36%
  • Turnover 29%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 4:47 AM GMT+0

Morningstar’s Analysis FSATX

Will FSATX outperform in the 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 FSATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSATX 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 FSATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Building its new record.

Associate Analyst Mary Marshall

Mary Marshall

Associate Analyst

Summary

The Fidelity Asset Manager series benefits from firmwide resources and seasoned support. However, the manager configuration is fairly recent, and the approach lacks a consistent edge.

by Mary Marshall
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSATX

More FSATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Enhanced Small Cap Core ETF

2.78 151M
—

Fidelity Cash Central Fund

2.75 150M
Cash and Equivalents

NVIDIA Corp

2.62 143M
Technology

Alphabet Inc Class A

2.44 133M
Communication Services

Fidelity Blue Chip Growth ETF

2.27 124M
—

Taiwan Semiconductor Manufacturing Co Ltd

1.77 96M
Technology

Apple Inc

1.76 96M
Technology

Fidelity Garrison Str Tr

1.47 80M
—

Us 10yr Note F (Cbt)jun26 Tym6

1.41 77M
Government

Amazon.com Inc

1.40 76M
Consumer Cyclical

Sponsor Center