Fidelity Asset Manager Fund Quote
| FAMRX Fund | USD 28.22 0.16 0.57% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Fidelity Asset is trading at 28.22 as of the 1st of December 2024; that is 0.57% up since the beginning of the trading day. The fund's open price was 28.06. Fidelity Asset has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Fidelity Asset Manager are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund allocates its assets between two main asset classes the stock class and the bond and short-termmoney market class . It maintains a neutral mix over time of 85 percent of assets in stocks and 15 percent of assets in bonds and short-term and money market instruments. More on Fidelity Asset Manager
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Fidelity Investments, Large Growth, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of November 2022 |
| Fiscal Year End | September |
Fidelity Asset Manager [FAMRX] is traded in USA and was established 1st of December 2024. Fidelity Asset is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Fidelity Investments family. This fund currently has accumulated 3.59 B in assets under management (AUM) with no minimum investment requirementsFidelity Asset Manager is currently producing year-to-date (YTD) return of 15.0% with the current yeild of 0.01%, while the total return for the last 3 years was 3.8%.
Check Fidelity Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Asset Manager Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Asset Manager Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| BAC | Bank of America | Stock | Financials | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| TLT | iShares 20 Year | Etf | Long Government | |
| ROG | Rogers | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| IVV | iShares Core SP | Etf | Large Blend |
Fidelity Asset Manager Risk Profiles
| Mean Deviation | 0.4858 | |||
| Semi Deviation | 0.5741 | |||
| Standard Deviation | 0.6385 | |||
| Variance | 0.4076 |
Fidelity Asset Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Asset financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Asset security.
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