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Mutual Fund Insights: Fidelity Advisor Asset Manager 70% C Fund (FCASX)

In-depth Analysis of Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Mutual fund chart: Fidelity Advisor Asset Manager 70% C Fund (FCASX)

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See Fidelity Advisor Asset Manager 70% C Fund (FCASX) performance details as of January 31, 2010

Last Trade: $14.87 on 3/17/2010, Change: +0.07 (0.47%)

Experiment our closing price forecasting tool for Fidelity Advisor Asset Manager 70% C Fund (FCASX) (alpha release)

Fund Manager - Geoffrey Stein

Fund Manager Tenure: 0.8 years
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Stein joined Fidelity Investments in 1994, has served as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers and manager. Get more insights on Geoffrey Stein

What we like about Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Data for Fidelity Advisor Asset Manager 70% C Fund (FCASX) as of January 31, 2010

Fidelity Advisor Asset Manager 70% C Fund (FCASX) has good short-term performance (1-year return 36.92% vs 27.80% Moderate Allocation category average)
Fidelity Advisor Asset Manager 70% C Fund (FCASX) ratio of up-years vs down years is greater than 2
Fidelity Advisor Asset Manager 70% C Fund (FCASX) has an annual stock turnover rate of 13.00% vs Moderate Allocation average of 87.10%. It is good that Fidelity Advisor Asset Manager 70% C management does not trade extensively for its return.

What we are cautious about Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Data for Fidelity Advisor Asset Manager 70% C Fund (FCASX) as of January 31, 2010

Fidelity Advisor Asset Manager 70% C Fund (FCASX) management has been with Fidelity Advisor Asset Manager 70% C Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
Fidelity Advisor Asset Manager 70% C Fund (FCASX) has a less-than-ideal mid-term performance (3-year return -4.09% vs -2.95% Moderate Allocation category average)
Fidelity Advisor Asset Manager 70% C Fund (FCASX) has a less-than-ideal Long-term performance (5-year return 0.49% vs 1.92% Moderate Allocation category average)
Fidelity Advisor Asset Manager 70% C Fund (FCASX) has a Morningstar rating of 3 and below
Fidelity Advisor Asset Manager 70% C Fund (FCASX) does not have a good risk adjusted return as its 3-year Alpha of -3.6 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.25
Fidelity Advisor Asset Manager 70% C Fund (FCASX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.09 that is higher than category average of 14.84
Fidelity Advisor Asset Manager 70% C Fund (FCASX) has a higher management fee of 1.93% than its Moderate Allocation average of 1.02%
Fidelity Advisor Asset Manager 70% C Fund (FCASX) carries a 1% load

See Fidelity Advisor Asset Manager 70% C Fund (FCASX) performance details as of January 31, 2010

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Fidelity Advisor Asset Manager 70% C Fund (FCASX) Net Asset

Track net asset change of Fidelity Advisor Asset Manager 70% C fund (FCASX)

Date	Net Asset
01/2010	$38.20M
11/2009	$37.68M
10/2009	$35.30M

More historic net asset information on Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Fidelity Advisor Asset Manager 70% C Fund (FCASX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Asset Manager 70% C fund (FCASX)

Date	Cash	Stock	Bond	Other
10/2009	5.17%	66.43%	21.99%	6.41%
09/2009	4.16%	69.38%	21.58%	4.89%
08/2009	5.1%	68.18%	21.88%	4.84%

Click here to see more historic asset allocation information on Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Most Recent Top 10 Holdings in Fidelity Advisor Asset Manager 70% C Fund (FCASX)

Discover what Fidelity Advisor Asset Manager 70% C Fund (FCASX) manager is buying

31-Oct-09

Fidelity Cent Invt Portfolios [3.7%]
United States Treas Nts 2.75% [1.78%]
United States Treas Nts 1% [1.54%]
Fidelity Garrison Str Tr [1.54%]
Fidelity Cent Invt Portfolios [1.16%]
Fannie Mae 5.5% 30 Year [0.92%]
Apple Inc. [0.8%]
US Treasury Note 2.375% [0.75%]
FNMA 6% [0.75%]
FNMA 5% [0.7%]

30-Sep-09

Fidelity High Income Central Fund [3.62%]
United States Treas Nts 2.75% [1.66%]
Fidelity Floating Rate Central Fund [1.16%]
Fannie Mae 5.5% 30 Year [1.11%]
United States Treas Nts 2.625% [1.07%]
Apple Inc. [0.95%]
US Treasury Note 2.375% [0.74%]
FNMA 6% [0.71%]
PROCTER GAMBLE CO [0.69%]
FNMA 5% [0.68%]

31-Aug-09

Fidelity Cent Invt Portfolios [3.58%]
US Treasury Note [1.73%]
Fidelity Cash Central Fund [1.72%]
Fidelity Cent Invt Portfolios [1.16%]
FNMA 6% [1.06%]
Apple Inc. [0.89%]
United States Treas Nts 2.625% [0.82%]
FNMA 5% [0.81%]
US Treasury Note 2.375% [0.75%]
GNMA 5.5% [0.7%]

Click here for Stock Holding Change Map in Fidelity Advisor Asset Manager 70% C Fund (FCASX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.