Fidelity Advisor Asset Manager 50% I
82 Devonshire St Boston MA 02109
Map
Phone: 877-208-0098
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 470.00K | | Year-to-Date Return: | -15.32% | | Yield: | 3.44% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Oct-06 |
|
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 |
|
| |
| The investment seeks high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments. The fund normally invests around a neutral mix of 50% of assets in stocks, 40% of assets in bonds, and 10% of assets in short-term/money market instruments. |
| Last Dividend
(3-Oct-08):
| 0.13 | | Last Cap Gain
(21-Dec-07):
| 1.10 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 71.15% |
|
| Expense | FFIMX | Category
Avg | | Total Expense Ratio: | 0.72%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$230 | $623 | | 5 Yr Expense Projection*: |
$401 | $950 | | 10 Yr Expense Projection*: |
$894 | $1,859 |
|
|
11.08% Nasdaq 0.00%
Profile
