Nasdaq - Delayed Quote USD

Fidelity Asset Manager 40% (FFANX)

12.46 -0.01 (-0.08%)
At close: 8:01 PM EDT

Fund Summary

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than 1 year, 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), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.95%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 4

Performance & Risk

YTD Return 1.10%
5y Average Return 4.96%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FFANXCategory AverageFFANXCategory AverageFFANXCategory Average
Alpha -0.67 -0.01 0.07 -0.01 0.11 -0
BETA 0.78 0.01 0.78 0.01 0.78 0.01
Mean Annual Return 0.22 0.01 0.5 0.01 0.44 0.01
R-squared 98.02 0.92 97.35 0.91 96.95 0.91
Standard Deviation 9.84 0.1 9.77 0.08 7.81 0.07
Sharpe Ratio -0.03 0.01 0.4 0.01 0.49 0.01
Treynor Ratio -1.04 0.09 4.5 0.08 4.67 0.07

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