Skip to Content

Fidelity Asset Manager® 85% FAMRX

Analyst rating as of
NAV / 1-Day Return
21.50  /  1.42 %
Total Assets
3.6 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Below Average
Longest Manager Tenure
13.05 years
Category
Allocation--85%+ Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.27%
Turnover
18%

Morningstar’s Analysis

Will FAMRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Solid underlying fixed-income managers, but mind the downside risk.

Associate Director

Summary

| |

The Fidelity Asset Manager 20%, 30%, 40%, and 50% funds, which have heavier fixed-income exposure, benefit from proven underlying managers and garner Morningstar Analyst Ratings of Bronze for the cheapest share classes, while pricier shares stay at Neutral. The remaining 60%, 70%, and 85% funds count higher allocations to the series' prosaic U.S. equity sleeve, leading to Neutral ratings across all share classes.

Unlock our full analysis with Morningstar Investor