About FTIWX
Fidelity Advisor Asset Manager 20% I is a diversified mutual fund classified as a "conservative allocation" strategy. Its primary function is to provide investors with a simple, single-fund solution that maintains approximately 20% equity exposure, with the remainder allocated across a broad mix of fixed income, short-term investments, and cash equivalents. This structure aims to balance modest capital appreciation with a high level of current income and risk mitigation, making it suitable for investors with a lower tolerance for volatility or a shorter investment time horizon. The fund invests in thousands of securities spanning domestic and international stocks, various bond types, and money market instruments, thereby offering significant diversification within a single vehicle. Its risk profile, sector exposure, and ongoing asset allocation are managed by Fidelity’s asset allocation team, ensuring that allocations remain aligned with the fund’s conservative target. Fidelity Advisor Asset Manager 20% I plays a vital role in the market as an accessible option for those seeking a straightforward, professionally managed portfolio with a defensive posture against market fluctuations.
Fund Family Fidelity
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FTIWX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
FTIWX had a total return of 4.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.97%.
