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Use Fidelity Advisor Asset Manager 70 C money management concurrently with your other holdings, portfolios, and investing themes to enhance returns of your portfolios and to back test it against optimization strategy that fits your risk preferences. Analyze Themes
Fidelity Holdings TurnoverAccording to company disclosure Fidelity Advisor Asset Manager 70 C has Holdings Turnover of 20.0%. This is much higher than that of Fidelity Investments family, and significantly higher than that of Moderate Allocation category, The Holdings Turnover for all funds is over 1000% lower than the firm. Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
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Geoff Stein Money ManagerFund 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 Fidelit... |
Fidelity Annual YieldIn accordance with recently published financial statements Fidelity Advisor Asset Manager 70 C has Annual Yield of 0.37%. This is much higher than that of Fidelity Investments family, and significantly higher than that of Moderate Allocation category, The Annual Yield for all funds is over 1000% lower than the firm. Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.
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