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Fidelity Advisor Asset Manager 20% A (FTAWX)

13.78 +0.01 (+0.07%)
At close: 8:01 PM EST
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DELL
  • Previous Close 13.77
  • YTD Return 4.95%
  • Expense Ratio 0.78%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 5.27B
  • Beta (5Y Monthly) 0.54
  • Yield 3.02%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.31
  • Inception Date Oct 1, 1992

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Fidelity Investments

Fund Family

Allocation--15% to 30% Equity

Fund Category

5.27B

Net Assets

1992-10-01

Inception Date

Performance Overview: FTAWX

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Trailing returns as of 11/6/2024. Category is Allocation--15% to 30% Equity.

YTD Return

FTAWX
4.95%
Category
3.28%
?

1-Year Return

FTAWX
13.06%
Category
11.74%
?

3-Year Return

FTAWX
0.42%
Category
6.56%
?

5-Year Return

FTAWX
2.90%
Category
5.38%
?

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Holdings: FTAWX

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Top 3 Holdings (7.48% of Total Assets)

SymbolCompany% Assets
FLDB
Fidelity Low Duration Bond ETF 5.01%
FHEQ
Fidelity Hedged Equity ETF 1.27%
MSFT
Microsoft Corporation 1.20%

Sector Weightings

Recent News: FTAWX

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Research Reports: FTAWX

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