The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT).
The investment seeks a high level of current income; capital appreciation is a secondary consideration.
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).
The average market capitalization across the Fidelity Asset Manager® 20% MF is 1.91T. The market cap for tickers in the group ranges from 2.84T to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is MSFT at 2.84T.
The average weekly volume growth across all stocks in the Fidelity Asset Manager® 20% MF was 22%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 43
Price Growth Rating: 59
SMR Rating: 71
Profit Risk Rating: 6
Seasonality Score: 18 (-100 ... +100)