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Fidelity Advisor Asset Manager® 20% M FTDWX

Analyst rating as of
  • NAV / 1-Day Return 13.03  /  0.38 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.070%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.90%
  • Turnover 22%

Morningstar’s Analysis FTDWX

Will FTDWX outperform in future?

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

A Fine Series of Target-Risk Funds.

Associate Analyst

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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