Fidelity Advisor Asset Manager 20% I
82 Devonshire St Boston MA 02109
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Phone: 877-208-0098
| Category: | Conservative Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 2.71M | | Year-to-Date Return: | 16.91% | | Yield: | 3.06% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-06 |
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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 a high level of current income; capital appreciation is a secondary consideration. The fund normally invests around a neutral mix of 50% bonds, 20% stocks, and 30% short-term/money market instruments. It invests in both domestic and foreign issuers. |
| Last Dividend
(6-Nov-09):
| 0.01 | | Last Cap Gain
(21-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 75.40% |
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| Expense | FTIWX | Category
Avg | | Total Expense Ratio: | 0.57%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 183 | $638 | | 5 Yr Expense Projection*: |
$ 318 | $979 | | 10 Yr Expense Projection*: |
$ 714 | $1,930 |
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0.18% Nasdaq 0.00%
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