Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) Research

This fund aims to achieve the highest possible overall return over an extended period. Its investments are strategically allocated across two primary asset categories: equities and fixed-income/cash equivalents. The equity portion includes all types of stock investments, whether directly held or through other funds. The fixed-income and cash equivalent portion encompasses a broad spectrum of debt instruments across various maturities, including lower-rated, higher-yielding securities often termed "junk bonds," as well as money market instruments and funds focused on these. The fund consistently maintains a neutral target allocation, with 85% of its capital in stocks and the remaining 15% in bonds and short-term cash instruments.

Market snapshot

Symbol
FEYAX
Price
$34.08
Day change
+1.43%
Market cap
$6.9B
52-week range
27.72-34.08
Sector
Financial Services
Industry
Asset Management

Peer companies

  • JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF (BBAX)
  • Dimensional - Short Duration Fixed Income ETF (DFSD)
  • Dimensional - US Small Cap Value ETF (DFSV)
  • iShares MSCI EAFE Min Vol Factor ETF (EFAV)
  • iShares MSCI Taiwan ETF (EWT)
  • Fidelity Enhanced Large Cap Core ETF (FELC)
  • Fidelity Advisor International Small Cap Fund Class A (FIASX)
  • Fidelity Advisor International Small Cap Fund Class C (FICSX)

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