Fidelity Advisor Asset Manager 40% I
82 Devonshire St Boston MA 02109
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Phone: 800-544-8544
| Category: | Conservative Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 1.44M | | Year-to-Date Return: | -6.06% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Oct-07 |
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Derek Young
Lead Manager since
09-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 current income as well as total return and also considers the potential for capital appreciation. The fund allocates assets among stocks, bonds, and short-term and money market instruments, either through direct investment or by investing in Fidelity central funds that hold such investments. It normally maintains a neutral mix over time of 40% of assets in stocks, 45% of assets in bonds, and 15% of assets in short-term and money market instruments. |
| Last Dividend
(11-Jul-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 59.69% |
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| Expense | FFNIX | Category
Avg | | Total Expense Ratio: | %
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$384 | $706 | | 5 Yr Expense Projection*: |
$N/A | $1,090 | | 10 Yr Expense Projection*: |
$N/A | $2,110 |
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