Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX)

$15.13
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Advisor Asset Manager 60% Fund Class A 19 0.56 4.06% 1.39% 1.05%
U.S. All Cap 35 1.01 9.62% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.91% 9.20% -5.28%
Year-to-Date 4.06% 9.62% -5.56%
1 Year 13.33% 0.00% 13.33%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

19%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.05%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,317

Real cost (fees + lost compounding)

$1,632

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
-0.84%