Nasdaq - Delayed Quote USD
Fidelity Advisor Asset Manager 20% M (FTDWX)
13.36
-0.01
(-0.07%)
At close: 8:04:15 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- (Junk)CommonWealth PPS
- Raymond James
- Commonwealth Universe
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
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 one 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).
Fund Overview
| Category | Allocation--15% to 30% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 5.41B |
| YTD Return | 0.90% |
| Yield | 2.80% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2018 |
Performance & Risk
| YTD Return | -0.39% |
| 5y Average Return | 2.91% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.54 |
| Morningstar Risk Rating |
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