Fidelity Asset Manager 85% Fund (FAMRX) Research

This fund's investment strategy primarily focuses on two core asset categories: equity holdings and fixed-income securities, which also include cash equivalents. Its equity component encompasses a broad spectrum of stocks and equity-centric investment funds. The fixed-income portion diversifies across various types and maturities of debt instruments, specifically including speculative-grade debt, often termed high-yield or "junk" bonds, and funds investing in such securities. Over time, the fund maintains a consistent target allocation, earmarking 85% of its assets for equities and 15% for fixed-income and short-term instruments.

Market snapshot

Symbol
FAMRX
Price
$34.58
Day change
+1.41%
Market cap
$6.9B
52-week range
27.98-34.58
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Stock Selector Small Cap Fund (FDSCX)
  • Fidelity New Millennium Fund (FMILX)
  • Fidelity International Small Cap Fund (FTISX)
  • Guggenheim Limited Duration Fund (GILHX)
  • Goldman Sachs Absolute Return Tracker Fund (GJRTX)
  • Goldman Sachs Absolute Return Tracker Fund (GSRTX)
  • T . Rowe Price Retirement 2015 Fund (TRRGX)
  • TIAA-CREF Social Choice Equity Fund (TRSCX)

Open Fidelity Asset Manager 85% Fund (FAMRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.