Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) Research
This fund's primary objective is to optimize the total returns for its investors over an extended timeframe. It achieves this by strategically distributing its investments across three core asset categories: 1. The equity class: This segment encompasses a broad spectrum of stock holdings, including investments in other funds that specialize in such equities. 2. The bond class: This category consists of diverse fixed-income instruments with maturities exceeding one year. It notably incorporates lower-rated, higher-yielding bonds (commonly known as "junk bonds"), alongside funds that invest in these specific debt products. 3. The short-term/money market class: This component holds fixed-income securities designed to mature within a year or less, including investment vehicles that focus on these brief-duration assets.
Market snapshot
- Symbol
- FTASX
- Price
- $33.58
- Day change
- +1.24%
- Market cap
- $8.9B
- 52-week range
- 28.64-33.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Sprott Physical Gold and Silver Trust (CEF)
- Cohen & Steers Preferred Sec & Inc I (CPXIX)
- Cohen & Steers Realty Shares Fund Class Z (CSJZX)
- Diamond Hill Large Cap Fund Class Y (DHLYX)
- Pioneer Fundamental Growth Fund Class Y (FUNYX)
- Oakmark Select Fund Investor Class (OAKLX)
- T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX)
- T. Rowe Price All-Cap Opportunities Fund - I Class (PNAIX)
Open Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.