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Mutual Fund Insights: Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

In-depth Analysis of Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

Mutual fund chart: Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

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See Fidelity Advisor Asset Manager 20% T Fund (FTDWX) performance details as of February 28, 2010

  

    Last Trade: $12.17 on 3/19/2010, Change: -0.03 (-0.25%)
Experiment our closing price forecasting tool for Fidelity Advisor Asset Manager 20% T Fund (FTDWX) (alpha release)

  

Fund ManagerFund Manager - Geoffrey Stein

Fund Manager Tenure: 0.8 years   [Similar Funds: FTAWX  FTBWX  FTCWX  FTIWX ]
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 20% T Fund (FTDWX) What we like about Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

Data for Fidelity Advisor Asset Manager 20% T Fund (FTDWX) as of February 28, 2010

  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has good mid-term performance (3-year return 1.71% vs 0.52 % Conservative Allocation category average)
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has good Long-term performance (5-year return 3.63% vs 2.86 % Conservative Allocation category average)
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has an annual stock turnover rate of 16.00% vs Conservative Allocation average of 126.79%. It is good that Fidelity Advisor Asset Manager 20% T management does not trade extensively for its return.
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.39, lower than category average of 10.73

  

What we are cautious about Fidelity Advisor Asset Manager 20% T Fund (FTDWX) What we are cautious about Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

Data for Fidelity Advisor Asset Manager 20% T Fund (FTDWX) as of February 28, 2010

  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) management has been with Fidelity Advisor Asset Manager 20% T 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 20% T Fund is a focused fund with 41.41% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has a less-than-ideal short-term performance (1-year return 22.56% vs 30.03 % Conservative Allocation category average)
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) has a higher management fee of 1.11% than its Conservative Allocation average of 0.85%
  • Fidelity Advisor Asset Manager 20% T Fund (FTDWX) carries a 3.5% load
See Fidelity Advisor Asset Manager 20% T Fund (FTDWX) performance details as of February 28, 2010

  

  

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Fidelity Advisor Asset Manager 20% T Fund (FTDWX) Net Asset

Track net asset change of Fidelity Advisor Asset Manager 20% T fund (FTDWX)

DateNet Asset
02/2010$2.68B
01/2010$11.54M
11/2009$11.23M
More historic net asset information on Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

  

Fidelity Advisor Asset Manager 20% T Fund (FTDWX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Asset Manager 20% T fund (FTDWX)

DateCashStockBondOther
01/201027.54%18.74%48.08%5.63%
10/200924.32%18.62%51.3%5.75%
09/200922.55%20.33%52.13%4.98%
Click here to see more historic asset allocation information on Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

Discover what Fidelity Advisor Asset Manager 20% T Fund (FTDWX) manager is buying

31-Jan-10
Fidelity Revere Str Tr [20.82%]
Fidelity Cent Invt Portfolios [3.62%]
United States Treas Nts 2.75% [3.41%]
United States Treas Nts 0.75% [2.68%]
United States Treas Nts 1.125% [1.96%]
Fannie Mae 5.5% 30 Year [1.92%]
United States Treas Nts 2.625% [1.89%]
FNMA 5% [1.72%]
US Treasury Note 2.375% [1.71%]
Fannie Mae 4.5% 30 Year [1.68%]

31-Oct-09
Fidelity Revere Str Tr [17.56%]
United States Treas Nts 2.75% [4.15%]
Fidelity Cent Invt Portfolios [3.72%]
United States Treas Nts 1% [3.6%]
Fannie Mae 5.5% 30 Year [2.15%]
US Treasury Note 2.375% [1.75%]
FNMA 6% [1.74%]
FNMA 5% [1.64%]
United States Treas Nts 2.625% [1.37%]
Fannie Mae 4.5% 30 Year [1.28%]

30-Sep-09
Fidelity Revere Str Tr [17.03%]
United States Treas Nts 2.75% [4.02%]
Fidelity High Income Central Fund [3.84%]
Fannie Mae 5.5% 30 Year [2.69%]
United States Treas Nts 2.625% [2.6%]
US Treasury Note 2.375% [1.79%]
FNMA 6% [1.71%]
FNMA 5% [1.65%]
Fidelity Floating Rate Central Fund [1.11%]
Fannie Mae 4.5% 30 Year [1.08%]
Click here for Stock Holding Change Map in Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

  

Related books and products to Fidelity Advisor Asset Manager 20% T Fund (FTDWX)

  

Latest News on Fidelity Advisor Asset Manager 20% T (FTDWX)

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