Fidelity Asset Manager 30% (FTANX) Research
The fund strategically diversifies its capital across three core investment categories. Its equity holdings consist of a broad range of company stocks, and it may also invest in other funds that focus on equities. The fixed-income portion targets various debt instruments with maturities extending beyond one year, including higher-risk, lower-rated bonds often referred to as high-yield or "junk" bonds, as well as bond-focused funds. Lastly, it allocates to short-term and money market instruments, which are debt securities of all kinds maturing within one year, alongside funds that specialize in these more liquid assets.
Market snapshot
- Symbol
- FTANX
- Price
- $13.46
- Day change
- +0.67%
- Market cap
- $2.3B
- 52-week range
- 12.15-13.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Fidelity Select Portfolios - Energy Portfolio (FSENX)
- Fidelity Select Utilities Growth Portfolio (FSUTX)
- Transamerica Capital Growth A (IALAX)
- Lazard International Strategic Equity Ptf Open Shares (LISOX)
- Royce Pennsylvania Mutual Fd, Investment Class (PENNX)
- Schwab Fundamental US Small Company Idx (SFSNX)
- Selected American Shares Inc. Class S (SLASX)
- Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX)
Open Fidelity Asset Manager 30% (FTANX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.