Fidelity Asset Manager 50% Fund

Frequently Asked Questions About FFTMX

What does FFTMX invest in?

The fund strategically diversifies its holdings across three principal investment categories: Equity Investments: This segment encompasses a wide variety of stocks and other investment vehicles focused on equity securities. Fixed-Income Securities: This portion is dedicated to debt instruments maturing in over one year. It includes various types of bonds, notably higher-risk, lower-rated obligations often referred to as "high-yield" or "junk bonds," as well as funds that invest in such securities. Short-Term/Money Market Investments: This category comprises fixed-income assets designed to mature within one year or less.

What is the expense ratio of FFTMX?

Fidelity Asset Manager 50% Fund (FFTMX) charges an expense ratio of 1.07%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FFTMX?

Fidelity Asset Manager 50% Fund (FFTMX) manages $10.93B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FFTMX actively managed or an index fund?

FFTMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FFTMX launched?

Fidelity Asset Manager 50% Fund (FFTMX) launched in September 2005 and is managed by Fidelity.

How has FFTMX performed?

FFTMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.