FSANX : Fidelity Asset Manager® 60% Fund

FSANX is a Allocation Market All-In-One with MODERATE fees.

FSANX

Fidelity Asset Manager® 60% Fund

FI Score

62 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

62% FI Score
  • fsanx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity Asset Manager® 60% Fund

Expenses: 0.69% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks high total return over the long term. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Largest Holdings

Amount Holding
2.42% Microsoft Corp
2.18% iShares Core MSCI EAFE ETF
2.11% Apple Inc
1.81% iShares 20+ Year Treasury Bond ETF
1.77% United States Treasury Bonds 3%
1.18% Amazon.com Inc
1.16% Ginnie Mae 4% 30 Year
1.04% United States Treasury Notes 2.62%
1.01% Fidelity Cent Invt Portfolios Ii
0.98% iShares MSCI Japan ETF
0.91% Alphabet Inc A
0.82% Umbs 3.5% 30 Year
0.82% iShares Core S&P 500 ETF
0.73% Facebook Inc A
0.70% Roche Holding AG Dividend Right Cert.
0.62% E-mini S&P 500 Future June 20
0.61% United States Treasury Notes 0.12%
0.56% Adobe Inc
0.56% UnitedHealth Group Inc
0.54% Fannie Mae 4% 30 Year
0.50% Tencent Holdings Ltd
0.46% Freddie Mac 3.5% 30 Year
0.45% Fannie Mae 3% 15 Year
0.45% Capital One Financial Corp
0.44% Fannie Mae 3.5% 30 Year

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo