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Fidelity Asset Manager® 30% FTANX

Analyst rating as of

Morningstar’s Analysis

Will FTANX outperform in future?

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

Solid underlying fixed-income managers, but mind the downside risk.

Associate Director


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The Fidelity Asset Manager 20%, 30%, 40%, and 50% funds, which have heavier fixed-income exposure, benefit from proven underlying managers and garner Morningstar Analyst Ratings of Bronze for the cheapest share classes, while pricier shares stay at Neutral. The remaining 60%, 70%, and 85% funds count higher allocations to the series' prosaic U.S. equity sleeve, leading to Neutral ratings across all share classes.

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