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Fidelity Advisor Sustainable Multi-Asset Fund-Class I (FYMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.89+0.08 (+0.91%)
At close: 08:00PM EST
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Fidelity Advisor Sustainable Multi-Asset Fund-Class I

Fidelity Charles Street Trust

82 Devonshire Street

Boston, MA 02109

877-208-0098
Management Information
Finola McGuire Foley,Lead Manager since February 9, 2022
Finola Foley is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Finola McGuire Foley is co-manager of each fund, which she has managed since June 2018 (other than Fidelity Freedom® Index 2065 Fund). She has managed Fidelity Freedom® Index 2065 Fund since June 2019. She also manages other funds. Since joining Fidelity Investments in 2003, Ms. Foley has worked as an assistant portfolio manager and portfolio manager Previously, Ms. Foley held various roles within Fidelity, including portfolio analyst and senior business analyst at Strategic Advisers LLC. She has been in the financial industry since joining Fidelity in 2005. Ms. Foley earned her BS in business information systems from University College Cork and her MBA in finance from Bentley University. She is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--70% to 85% Equity
Fund FamilyFidelity Investments
Net Assets5.56M
YTD ReturnN/A
YieldN/A
Morningstar RatingN/A1
Inception DateFeb 9, 2022

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover111.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFYMIXCategory Average
Annual Report Expense Ratio (net)1.06%0.71%
Prospectus Net Expense Ratio1.06%N/A
Prospectus Gross Expense Ratio0.47%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.99%
Max Deferred Sales LoadN/A1.43%
3 Yr Expense Projection140N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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