About FSATX
Fidelity Advisor Asset Manager 60% Class M is a multi-asset mutual fund designed to provide a balanced approach to long-term total returns. The fund primarily allocates capital across three asset classes: approximately 60% in equities, 35% in bonds, and 5% in short-term and money market instruments. This neutral mix is engineered to balance growth potential with income and risk mitigation, appealing to investors seeking a diversified portfolio within a single fund. The equity sleeve includes significant positions in leading global technology companies such as Microsoft, Apple, NVIDIA, Alphabet, and Amazon, as well as exposure to U.S. Treasury notes and cash equivalents. With over 6,800 holdings and a strategy that adapts to changing market conditions, this fund plays a critical role for individuals aiming to invest across multiple sectors—including technology, government securities, and fixed income—while maintaining moderate risk. Since its inception in 2007, Fidelity Advisor Asset Manager 60% Class M has established itself as a flexible solution for core portfolio allocation, serving both personal and institutional investors seeking broad market exposure and long-term growth objectives.
Fund Family Fidelity
Category Mix Tgt All Mod
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FSATX
Share Class Class M
Index S&P 500 TR
FSATX had a total return of 17.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.13%.
