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FIQCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$27.98
Change
-$0.11 (-0.39%)
Net Assets
4.47B

FIQCX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM).

Industry description

The investment seeks to maximize total return over the long term. The fund allocates its assets between two main asset classes: the stock class (equity securities of all types, including funds that invest in such securities) and the bond and short-term/money market class (fixed-income securities of all types and maturities, 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). It maintains a neutral mix over time of 85% of assets in stocks and 15% of assets in bonds and short-term and money market instruments.

Market Cap

The average market capitalization across the Fidelity Advisor Asset Manager 85% Z MF is 2.16T. The market cap for tickers in the group ranges from 573.02B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is JPM at 573.02B.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor Asset Manager 85% Z MF was 24%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 58
Price Growth Rating: 21
SMR Rating: 21
Profit Risk Rating: 12
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category AggressiveAllocation

Profile
Fundamentals
Details
Category
Aggressive Allocation
Address
Fidelity Charles Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com