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Fidelity Asset Manager® 30% FTANX

Analyst rating as of
NAV / 1-Day Return
11.35  /  0.18 %
Total Assets
2.2 Bil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Fee Level
Below Average
Longest Manager Tenure
13.48 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.21%
Turnover
23%

Morningstar’s Fund Analysis FTANX

Will FTANX outperform in future?

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A Fine Series of Target-Risk Funds.

Associate Director

Summary

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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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