Fidelity Advisor Asset Manager 70% I
Fidelity Charles Street Trust 82 Devonshire Street Boston MA 02109
Map
Phone: 877-208-0098
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 33.70M | | Year-to-Date Return: | 32.31% | | Yield: | 2.18% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Sep-08 |
|
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 |
|
| |
| The investment seeks to maximize total return over the long term by allocating assets among stocks, bonds, short-term instruments and other investments. The fund normally maintain a neutral mix over time of 70% of assets in stocks (can range from 50-100%), 25% of assets in bonds (can range from 0-50%), and 5% of assets in short-term/money market (can range from 0-50%). |
| Last Dividend
(19-Dec-08):
| 0.31 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 82.83% |
|
| Expense | FAAIX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.02% Nasdaq 0.00%
Profile
