Fidelity Advisor Asset Manager 40% B (FFNBX)
10.51 0.01(0.10%) Dec 17
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for FFNBX at this time.
|Symbol||% Assets||YTD Return %|
|Fidelity Cent Invt Portfolios||1.97||N/A|
|US Treasury Note 0.25%||1.36||N/A|
|US Treasury Note 0.375%||1.16||N/A|
|Fannie Mae 3.5% 30 Year||1.13||N/A|
|US Treasury Note 0.625%||1.04||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.64%|
Performance & Risk
|5y Avg Return:||10.80%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||3.74%|
|Morningstar Risk Rating:||3|
The investment seeks current income as well as total return and also considers the potential for capital appreciation.
The fund allocates assets among three main asset classes: the stock class, the bond class, and the short-term/money market class. It maintains a neutral mix over time of 40% of assets in stocks, 45% of assets in bonds, and 15% of assets in short-term and money market instruments. The fund adjusts allocation among asset classes gradually within the following ranges: stock class (20%-60%), bond class (30%-60%), and short-term/money market class (0%-50%). It invests in domestic and foreign issuers. View More