A solid cast of underlying bond funds continue to support a Morningstar Analyst Rating of Bronze for the cheapest share classes of Fidelity Asset Manager 20%, 30%, 40%, and 50% while the more expensive share classes earn Neutral ratings. The remaining three funds in the series, retain a Neutral rating across all share classes, given their higher allocations in a U.S. equity sleeve that does not stand out
Fidelity Asset Manager® 30% FTANX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FTANX 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 FTANX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FTANX 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 FTANX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Steady improvements on the margin.
