Fidelity Advisor Asset Manager 85% C 82 Devonshire St Boston MA 02109 Map
Phone: 877-208-0098
| Category: | Large Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 5.30M | | Year-to-Date Return: | -12.62% | | Yield: | 1.43% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Oct-06 |
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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 to maximize total return over the long term by allocating its assets among stocks, bonds, short-term instruments, and other investments. The fund normally fluctuates invests a neutral mix of 85% of assets in stocks (can range from 60%-100%) and 15% of assets in bonds and short-term and money market instruments (can range from 0%-40%). |
| Last Dividend
(28-Dec-07):
| 0.01 | | Last Cap Gain
(21-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 98.32% |
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| Expense | FEYCX | Category Avg | | Total Expense Ratio: | 1.90%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$603 | $622 | | 5 Yr Expense Projection*: |
$1,037 | $957 | | 10 Yr Expense Projection*: |
$2,243 | $1,889 |
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