Nasdaq - Delayed Quote USD

Fidelity Asset Manager 85% Fund (FAMRX)

25.21 +0.30 (+1.20%)
At close: 5:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.64%
5y Average Return 8.93%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (Apr 22, 2024) 38.67%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 38.67%
Worst 3Y Total Return 4.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FAMRX
Category
YTD
6.80%
13.38%
1-Month
2.73%
1.16%
3-Month
6.80%
6.75%
1-Year
18.84%
40.77%
3-Year
5.21%
13.59%
5-Year
10.27%
13.52%
10-Year
8.42%
10.48%
Last Bull Market
34.19%
21.11%
Last Bear Market
-15.10%
-19.34%

Annual Total Return (%) History

Year
FAMRX
Category
2024
--
--
2023
18.98%
--
2022
-18.61%
--
2021
17.10%
--
2020
19.36%
15.41%
2019
26.29%
24.78%
2018
-9.22%
-9.27%
2017
22.27%
18.41%

2016
7.38%
8.45%
2015
-0.58%
-1.74%
2014
5.90%
5.50%
2013
25.16%
26.84%
2012
15.93%
15.29%
2011
-6.10%
-4.13%
2010
16.57%
14.83%
2009
38.67%
30.03%
2008
-38.60%
-38.64%
2007
7.94%
7.48%
2006
12.40%
14.66%
2005
7.34%
7.75%
2004
11.05%
12.45%
2003
48.65%
30.32%
2002
-34.95%
-19.14%
2001
-15.72%
-7.34%
2000
15.44%
-0.06%
1999
--
25.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.80% -- -- --
2023 6.92% 4.52% -3.98% 10.88%
2022 -6.18% -15.10% -5.65% 8.30%
2021 4.00% 7.24% -0.42% 5.44%
2020 -18.97% 20.34% 7.05% 14.35%
2019 11.98% 3.51% 0.26% 8.67%
2018 0.10% 1.48% 3.63% -13.77%
2017 6.79% 4.09% 4.69% 5.07%
2016 -0.32% 1.87% 5.00% 0.72%
2015 3.47% 0.29% -8.74% 4.98%

2014 2.05% 4.24% -2.25% 1.85%
2013 6.78% 0.99% 8.19% 7.28%
2012 11.86% -3.75% 6.00% 1.59%
2011 4.48% -0.21% -16.11% 7.36%
2010 4.38% -10.44% 13.04% 10.32%
2009 -6.35% 20.85% 16.84% 4.87%
2008 -9.75% -0.78% -13.26% -20.95%
2007 2.70% 5.76% 2.14% -2.70%
2006 4.30% -2.06% 3.65% 6.16%
2005 -4.60% 1.58% 6.66% 3.85%
2004 3.81% -0.47% -2.74% 10.51%
2003 2.60% 18.71% 9.72% 11.25%
2002 0.56% -21.16% -20.40% 3.08%
2001 -13.66% 8.27% -21.43% 14.76%
2000 25.90% 1.60% 0.39% -10.10%
1999 17.46% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 87
3-Month 74
1-Year 75
3-Year 58
5-Year 33

Load Adjusted Returns

1-Year 18.84%
3-Year 5.21%
5-Year 10.27%
10-Year 8.42%

Performance & Risk

YTD Return 2.64%
5y Average Return 8.93%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Fidelity Investments
Net Assets 4.19B
YTD Return 6.80%
Yield 1.25%
Morningstar Rating
Inception Date Oct 02, 2006

Fund Summary

The fund allocates its assets between two main asset classes: the stock class (equity securities of all types, including funds that invest in such securities) and the bond and short-term/money market class (fixed-income securities of all types and maturities, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities). It maintains a neutral mix over time of 85% of assets in stocks and 15% of assets in bonds and short-term and money market instruments.

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