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Mutual Fund Insights: Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

In-depth Analysis of Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

Mutual fund chart: Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

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See Fidelity Advisor Asset Manager 85% I Fund (FEYIX) performance details as of February 28, 2010

Last Trade: $12.02 on 3/19/2010, Change: -0.09 (-0.74%)

Experiment our closing price forecasting tool for Fidelity Advisor Asset Manager 85% I Fund (FEYIX) (alpha release)

Fund Manager - Geoffrey Stein

Fund Manager Tenure: 0.8 years [Similar Funds: FEYAX FEYBX FEYCX FEYTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Geoffrey 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 85% I Fund (FEYIX)

Data for Fidelity Advisor Asset Manager 85% I Fund (FEYIX) as of February 28, 2010

Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has good short-term performance (1-year return 56.92% vs 51.46 % Large Growth category average)
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has good mid-term performance (3-year return -3.63% vs -3.50 % Large Growth category average)
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has good Long-term performance (5-year return 2.42% vs 1.34 % Large Growth category average)
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has an annual stock turnover rate of 7.00% vs Large Growth average of 109.62%. It is good that Fidelity Advisor Asset Manager 85% I management does not trade extensively for its return.
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.67, lower than category average of 21.35
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has a lower management fee than its Large Growth average: 0.81% vs 1.33%
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

Data for Fidelity Advisor Asset Manager 85% I Fund (FEYIX) as of February 28, 2010

Fidelity Advisor Asset Manager 85% I Fund (FEYIX) management has been with Fidelity Advisor Asset Manager 85% I 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 85% I Fund (FEYIX) ratio of up-years vs down years can be improved
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) has a Morningstar rating of 3 and below
Fidelity Advisor Asset Manager 85% I Fund (FEYIX) does not have a good risk adjusted return as its 3-year Alpha of 2.27 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.16

See Fidelity Advisor Asset Manager 85% I Fund (FEYIX) performance details as of February 28, 2010

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Fidelity Advisor Asset Manager 85% I Fund (FEYIX) Net Asset

Track net asset change of Fidelity Advisor Asset Manager 85% I fund (FEYIX)

Date	Net Asset
02/2010	$640.86M
01/2010	$3.65M
11/2009	$2.30M

More historic net asset information on Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

Fidelity Advisor Asset Manager 85% I Fund (FEYIX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Asset Manager 85% I fund (FEYIX)

Date	Cash	Stock	Bond	Other
01/2010	3.36%	82.78%	6.78%	7.06%
10/2009	4.22%	80.94%	8.02%	6.82%
09/2009	2.82%	84.01%	7.92%	5.25%

Click here to see more historic asset allocation information on Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

Most Recent Top 10 Holdings in Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

Discover what Fidelity Advisor Asset Manager 85% I Fund (FEYIX) manager is buying

31-Jan-10

Microsoft Corporation [5.15%]
Fidelity Garrison Str Tr [1.91%]
Procter & Gamble Company (The) [1.17%]
Procter & Gamble Company [0.93%]
Apple Inc. [0.91%]
Pfizer, Inc. Common Stock [0.68%]
Google Inc. [0.65%]
McGraw-Hill Companies, Inc. (Th [0.53%]
NESTLE N ORD [0.53%]
Zions Bancorporation [0.5%]

31-Oct-09

Fidelity Cent Invt Portfolios [5.24%]
Fidelity Garrison Str Tr [1.57%]
Apple Inc. [0.98%]
Google Inc. [0.83%]
PROCTER GAMBLE CO [0.77%]
PFIZER INC [0.65%]
United States Treas Nts 2.75% [0.65%]
NESTLE N ORD [0.61%]
HSBC HOLDINGS PLC [0.57%]
United States Treas Nts 1% [0.56%]

30-Sep-09

Fidelity High Income Central Fund [5.13%]
Apple Inc. [1.08%]
PROCTER GAMBLE CO [0.8%]
Google Inc. [0.78%]
PFIZER INC [0.69%]
The Charles Schwab Corporation [0.65%]
CVS CAREMARK CP [0.62%]
Microsoft Corporation [0.62%]
United States Treas Nts 2.75% [0.61%]
CME Group Inc. [0.59%]

Click here for Stock Holding Change Map in Fidelity Advisor Asset Manager 85% I Fund (FEYIX)

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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.