Fidelity Asset Manager Fund Quote

FTIWX Fund  USD 13.76  0.02  0.15%   

Performance

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Odds Of Distress

Less than 22

 
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Fidelity Asset is trading at 13.76 as of the 23rd of November 2024; that is 0.15 percent increase since the beginning of the trading day. The fund's open price was 13.74. Fidelity Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund allocates its assets among three main asset classes the stock class , the bond class , and the short-termmoney market class . More on Fidelity Asset Manager

Moving together with Fidelity Mutual Fund

  0.94FPTKX Fidelity Freedom 2015PairCorr
  0.7FPXTX Fidelity PennsylvaniaPairCorr
  0.75FQIFX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.62FRPDX Fidelity Sai AlternativePairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Fidelity Investments, Large Growth, Allocation--15% to 30% Equity (View all Sectors)
Update Date30th of September 2024
Fidelity Asset Manager [FTIWX] is traded in USA and was established 23rd of November 2024. Fidelity Asset is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 4.95 B in assets under management (AUM) with no minimum investment requirementsFidelity Asset Manager is currently producing year-to-date (YTD) return of 5.42% with the current yeild of 0.03%, while the total return for the last 3 years was 0.71%.
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

EWJiShares MSCI JapanEtfJapan Stock
IEMGiShares Core MSCIEtfDiversified Emerging Mkts
AAPLApple IncStockInformation Technology
IEFAiShares Core MSCIEtfForeign Large Blend
IVViShares Core SPEtfLarge Blend
MSFTMicrosoftStockInformation Technology
TLTiShares 20 YearEtfLong Government
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Fidelity Asset Manager Risk Profiles

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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