Fidelity Advisor Asset Manager 70% T 82 Devonshire St Boston MA 02109 Map
Phone: 877-208-0098
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 59.26M | | Year-to-Date Return: | -10.96% | | Yield: | 1.72% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-98 |
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Derek Young
Lead Manager since
01-Oct-07 | | | Derek Young joined Fidelity in 1996 as Director of Risk Management and is a portfolio strategist in the Asset Allocation Group for Fidelity Research Management Company (FMR). In 1999, Mr. Young became Senior Vice President of Strategic Services for FMTC. In his role, Mr. Young is responsible for asset allocation portfolios for both FMR and Fidelity Investments Canada Limited. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks maximize total return over the long-term. The fund normally allocates assets among stocks, bonds, short-term and money market instruments. It may invest 70% of assets in stocks, 25% of assets in bonds, and 5% of assets in short-term and money market instruments. The fund may adjust asset allocation among asset classes gradually within the following ranges: stock class (50%-100%), bond class (0%-50%), and short-term money market class (0%-50%). |
| Last Dividend
(11-Jul-08):
| 0.05 | | Last Cap Gain
(21-Dec-07):
| 0.69 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 71.04% |
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| Expense | FAATX | Category Avg | | Total Expense Ratio: | 1.44%
| 1.09% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$796 | $625 | | 5 Yr Expense Projection*: |
$1,120 | $954 | | 10 Yr Expense Projection*: |
$2,035 | $1,865 |
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