Fidelity Asset Manager 85%
Fidelity Charles Street Trust 82 Devonshire Street Boston MA 02109
Map
Phone: 800-544-8544
| Category: | Large Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 551.59M | | Year-to-Date Return: | 34.35% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-99 |
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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: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize total return over the long term by allocating its assets among stocks, bonds, short-term instruments, and other investments. The fund normally fluctuates invests a neutral mix of 85% of assets in stocks (can range from 60%-100%) and 15% of assets in bonds and short-term and money market instruments (can range from 0%-40%). |
| Last Dividend
(19-Dec-08):
| 0.18 | | Last Cap Gain
(21-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 112.30% |
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| Expense | FAMRX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.11% Nasdaq 
0.01%
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