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Fidelity insider: Geoff Stein

       

Geoff Stein - Fidelity Insider Profile

Fund Manager since May 31, 2009

Geoff Stein is a portfolio manager in the Global Asset Allocation Group of Fidelity Management & Research Company . He currently is portfolio manager of the Fidelity Asset Manager Funds, and lead comanager of Fidelity Stock Selector, Fidelity Global Balanced, Fidelity Advisor Dynamic Capital Appreciation Fund and Fidelity Series Broad Market Opportunities Fund. Geoff joined Fidelity in 1994. He most recently served as a senior vice president of Strategic Advisers, Inc. . In this role, he served as chief investment officer for the Fidelity Charitable Gift Fund .
  Money Manager Since 2009      
800-544-8544  

Other Appointments

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Fidelity Advisor Asset Manager FFNAXUnited States NASDAQ
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Fidelity Advisor Asset Manager FFNCXUnited States NASDAQ
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Fidelity Advisor Asset Manager FSNIXUnited States NASDAQ
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Fidelity Advisor Asset Manager FBASXUnited States NASDAQ
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Fidelity Advisor Asset Manager FEYAXUnited States NASDAQ
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Fidelity Advisor Asset Manager FSAAXUnited States NASDAQ
Money Manager since 2009
Fidelity Advisor Asset Manager FFNBXUnited States NASDAQ
Money Manager since 2009
Fidelity Advisor Asset Manager FTAWXUnited States NASDAQ
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Fidelity Advisor Asset Manager FFAMXUnited States NASDAQ
Money Manager since 2009
Fidelity Asset Manager 20FASIXUnited States NASDAQ
Money Manager since 2009
Fidelity Asset Manager 60FSANXUnited States NASDAQ
Money Manager since 2009

Manager Performance

Fund Summary

The fund allocates assets among three main asset classes: the stock class, the bond class, and the shortterm/money market class. It maintains a neutral mix over time of 30% of assets in stocks, 50% of assets in bonds, and 20% of assets in shortterm and money market instruments. The fund adjusts allocation among asset classes gradually within the following ranges: stock class , bond class , and shortterm/money market class . It invests in domestic and foreign issuers.The fund is listed under Conservative Allocation category and is part of Fidelity Investments family. Filter other
    
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FTANX United States NASDAQ
Fidelity Asset Manager 30
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    

Fidelity price boundaries

    
April 22 2013
 10.25 
  
 10.25 
0.00  No Change   0.00%  
Lowest period price (30 days)
May 15 2013
 10.43 
  
 10.43 
0.00  No Change   0.00%  
Highest period price (30 days)
    

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Today Change

 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.22 % Macroaxis: 0.22 Moved Up  
 
 United States NYSE   0.14 % Macroaxis: 0.14 Moved Up  
 
 thisGreen FTANX FTANX agains markets  0.10 % Macroaxis: 0.1 Moved Up  
 
 United States Russel   0.04 % Macroaxis: 0.04 Moved Down  
 

Fund Performance

Price to Earning14.75 times
Price to Book1.84 times
Price to Sales1.25 times
Number of Employees1
Probability Of Bankruptcy1.00 %
Annual Yield1.39 %
Year to Date Return2.63 %
One Year Return3.61 %
Three Year Return13.06 %
Five Year Return3.53 %


 
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