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Nasdaq - Delayed Quote USD

Fidelity Advisor Asset Manager 30% I (FTINX)

11.52
-0.13
(-1.12%)
As of 8:09:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.00%
5y Average Return 4.60%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 9, 2025) 13.44%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 13.44%
Worst 3Y Total Return 0.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTINX
Category
YTD
0.81%
5.91%
1-Month
-1.35%
0.61%
3-Month
0.81%
4.02%
1-Year
4.54%
18.59%
3-Year
2.58%
8.56%
5-Year
5.61%
7.44%
10-Year
4.16%
6.20%
Last Bull Market
8.26%
11.89%
Last Bear Market
-7.94%
-8.23%

Annual Total Return (%) History

Year
FTINX
Category
2025
--
--
2024
6.22%
--
2023
9.83%
--
2022
-12.36%
--
2021
6.07%
--
2020
10.96%
8.86%
2019
13.44%
14.81%
2018
-2.99%
-5.04%

2017
9.34%
9.86%
2016
5.46%
6.62%
2015
-0.37%
-2.32%
2014
4.75%
4.02%
2013
7.90%
7.23%
2012
8.50%
9.40%
2011
1.85%
1.70%
2010
10.77%
10.03%
2009
23.62%
20.77%
2008
-19.69%
-18.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.81% -- -- --
2024 2.43% 0.78% 4.74% -1.76%
2023 3.94% 1.27% -2.76% 7.30%
2022 -4.53% -7.94% -3.81% 3.66%
2021 0.15% 3.69% 0.12% 2.02%
2020 -7.68% 9.82% 3.06% 6.19%
2019 5.65% 2.52% 1.33% 3.36%
2018 -0.58% 0.67% 1.50% -4.51%
2017 2.92% 1.94% 2.14% 2.03%
2016 1.56% 2.23% 2.38% -0.78%

2015 2.05% -0.67% -3.09% 1.42%
2014 1.79% 2.52% -0.93% 1.33%
2013 2.61% -0.86% 3.33% 2.65%
2012 4.67% -0.17% 3.14% 0.67%
2011 2.19% 0.89% -4.57% 3.51%
2010 2.97% -2.13% 6.11% 3.60%
2009 -0.61% 10.91% 9.34% 2.56%
2008 -3.65% -0.36% -6.44% -10.59%

Rank in Category (By Total Return)

YTD 54
1-Month 33
3-Month 54
1-Year 72
3-Year 70
5-Year 80

Load Adjusted Returns

1-Year 4.54%
3-Year 2.58%
5-Year 5.61%
10-Year 4.16%

Performance & Risk

YTD Return -1.00%
5y Average Return 4.60%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 1.95B
YTD Return 0.81%
Yield 2.99%
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 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).

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