Fidelity Advisor Asset Manager 60% C
Fidelity Charles Street Trust 82 Devonshire Street Boston MA 02109
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Phone: 800-544-8544
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 3.51M | | Year-to-Date Return: | -1.98% | | Yield: | 0.59% | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Oct-07 |
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Geoffrey Stein
Lead Manager since
01-Jun-09 | | | Stein joined Fidelity Investments in 1994, has served as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers and manager. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return over the long term. The fund allocates assets among stocks, bonds, and short-term and money market instruments, either through direct investment or by investing in Fidelity central funds that hold such investments. It normally maintains a neutral mix over time 60% of assets in stocks, 35% of assets in bonds, and 5% of assets in short-term and money market instruments. |
| Last Dividend
(18-Dec-09):
| 0.05 | | Last Cap Gain
(18-Dec-09):
| 0.02 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 87.10% |
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| Expense | FSCNX | Category
Avg | | Total Expense Ratio: | 2.30%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ 718 | $643 | | 5 Yr Expense Projection*: |
$ 1,230 | $981 | | 10 Yr Expense Projection*: |
$ 2,636 | $1,907 |
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1.52% Nasdaq 0.00%
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