Fidelity Advisor Asset Manager 20% B
82 Devonshire St Boston MA 02109
Map
Phone: 877-208-0098
| Category: | Conservative Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 1.96M | | Year-to-Date Return: | -3.45% | | Yield: | 2.79% | | 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 a high level of current income; capital appreciation is a secondary consideration. The fund normally invests around a neutral mix of 50% bonds, 20% stocks, and 30% short-term/money market instruments. It invests in both domestic and foreign issuers. |
| Last Dividend
(5-Sep-08):
| 0.02 | | Last Cap Gain
(21-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 59.69% |
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| Expense | FTBWX | Category
Avg | | Total Expense Ratio: | 1.65%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 5.00%
| 2.79% | | 3 Yr Expense Projection*: |
$820 | $706 | | 5 Yr Expense Projection*: |
$1,097 | $1,090 | | 10 Yr Expense Projection*: |
$1,649 | $2,110 |
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1.49% Nasdaq 
0.27%
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