About FTASX
Fidelity Advisor Asset Manager 70% - Class M is a balanced mutual fund designed to deliver long-term total return through a diversified allocation strategy. The fund primarily invests approximately 70% of its assets in equities, 25% in bonds, and 5% in short-term or money market instruments, maintaining this neutral mix to capture growth potential while managing risk exposure. Its equity holdings span large, mid, and small-cap stocks, including prominent companies like Apple, Microsoft, NVIDIA, and Amazon, alongside select Fidelity ETFs, reflecting its multi-sector approach. The fixed-income portion encompasses a range of credit qualities, including high-yield debt, supporting both stability and income generation. With over 6,700 individual holdings and a notable annual dividend payout, the fund emphasizes diversification across asset classes and issuers. Fidelity Advisor Asset Manager 70% - Class M plays a significant role for investors seeking a managed blend of growth and income, benefiting from Fidelity’s seasoned management and expertise in asset allocation.
Fund Family Fidelity
Category Mix Tgt All Gro
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FTASX
Share Class Class M
Index S&P 500 TR
FTASX had a total return of 19.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.60%.
