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Fidelity Asset Manager® 30% FTANX

Analyst rating as of
NAV / 1-Day Return
12.89  /  0.08 %
Total Assets
2.9 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Below Average
Longest Manager Tenure
12.37 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.05%
Turnover
23%
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Morningstar’s Analysis

Will FTANX outperform in future?

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

Steady improvements on the margin.

Senior Analyst

Summary

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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

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