Fidelity Asset Manager Fund Quote
| FTDWX Fund | USD 13.67 0.02 0.15% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Asset is trading at 13.67 as of the 22nd of November 2024; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 13.65. Fidelity Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Asset Manager are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund allocates its assets among three main asset classes the stock class , the bond class , and the short-termmoney market class . More on Fidelity Asset Manager
Moving together with Fidelity Mutual Fund
| 0.95 | FPTKX | Fidelity Freedom 2015 | PairCorr |
| 0.7 | FPXTX | Fidelity Pennsylvania | PairCorr |
| 0.74 | FQIFX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Fidelity Investments, Large Growth, Allocation--15% to 30% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Asset Manager [FTDWX] is traded in USA and was established 22nd of November 2024. Fidelity Asset is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 4.95 B in assets under management (AUM) with no minimum investment requirementsFidelity Asset Manager is currently producing year-to-date (YTD) return of 4.95% with the current yeild of 0.03%, while the total return for the last 3 years was 0.19%.
Check Fidelity Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Asset Manager Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Asset Manager Mutual Fund Constituents
| EWJ | iShares MSCI Japan | Etf | Japan Stock | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| AAPL | Apple Inc | Stock | Information Technology | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IVV | iShares Core SP | Etf | Large Blend | |
| MSFT | Microsoft | Stock | Information Technology | |
| TLT | iShares 20 Year | Etf | Long Government |
Fidelity Asset Manager Risk Profiles
| Mean Deviation | 0.1836 | |||
| Semi Deviation | 0.2149 | |||
| Standard Deviation | 0.2319 | |||
| Variance | 0.0538 |
Fidelity Asset Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Asset financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Asset security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Global Correlations Find global opportunities by holding instruments from different markets |