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Nasdaq - Delayed Quote USD

Fidelity Asset Manager 40% (FFANX)

12.70
+0.03
+(0.24%)
At close: 8:04:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.60%
5y Average Return 5.67%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 14, 2025) 15.82%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 15.82%
Worst 3Y Total Return 1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FFANX
Category
YTD
0.46%
5.91%
1-Month
-1.74%
0.61%
3-Month
0.46%
4.02%
1-Year
4.53%
18.59%
3-Year
3.01%
8.56%
5-Year
7.05%
7.44%
10-Year
5.00%
6.20%
Last Bull Market
9.12%
11.89%
Last Bear Market
-9.29%
-8.23%

Annual Total Return (%) History

Year
FFANX
Category
2025
--
--
2024
7.40%
--
2023
11.52%
--
2022
-13.64%
--
2021
8.03%
--
2020
13.10%
8.86%
2019
15.82%
14.81%
2018
-4.06%
-5.04%

2017
11.78%
9.86%
2016
6.00%
6.62%
2015
-0.29%
-2.32%
2014
5.13%
4.02%
2013
11.09%
7.23%
2012
10.23%
9.40%
2011
0.49%
1.70%
2010
12.14%
10.03%
2009
25.95%
20.77%
2008
-23.20%
-18.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.46% -- -- --
2024 3.23% 0.92% 5.03% -1.85%
2023 4.47% 1.92% -3.07% 8.06%
2022 -4.94% -9.29% -4.25% 4.59%
2021 0.76% 4.40% -0.00% 2.70%
2020 -9.67% 11.89% 3.83% 7.78%
2019 6.80% 2.78% 1.20% 4.27%
2018 -0.51% 0.88% 1.87% -6.16%
2017 3.61% 2.40% 2.62% 2.65%
2016 1.35% 2.12% 2.92% -0.49%

2015 2.33% -0.46% -4.13% 2.10%
2014 1.87% 2.86% -1.13% 1.47%
2013 3.40% -0.48% 4.24% 3.56%
2012 6.22% -0.76% 3.66% 0.88%
2011 2.62% 0.72% -6.63% 4.13%
2010 3.37% -3.71% 7.46% 4.84%
2009 -2.20% 12.87% 10.67% 3.10%
2008 -4.84% -0.44% -7.44% -12.42%

Rank in Category (By Total Return)

YTD 70
1-Month 61
3-Month 70
1-Year 73
3-Year 49
5-Year 34

Load Adjusted Returns

1-Year 4.53%
3-Year 3.01%
5-Year 7.05%
10-Year 5.00%

Performance & Risk

YTD Return -1.60%
5y Average Return 5.67%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 2.22B
YTD Return 0.46%
Yield 2.69%
Morningstar Rating
Inception Date Oct 09, 2007

Fund Summary

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than 1 year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

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