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FTANX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
2.08B

FTANX Fidelity Asset Manager® 30% Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT).

Industry description

The investment seeks a high level of current income; capital appreciation is the secondary objective. 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).

Market Cap

The average market capitalization across the Fidelity Asset Manager® 30% MF is 1.85T. The market cap for tickers in the group ranges from 2.33T to 2.66T. AAPL holds the highest valuation in this group at 2.66T. The lowest valued company is MSFT at 2.33T.

Volume

The average weekly volume growth across all stocks in the Fidelity Asset Manager® 30% MF was 24%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 47
Price Growth Rating: 59
SMR Rating: 63
Profit Risk Rating: 8
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FTANX has been closely correlated with BKMIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTANX jumps, then BKMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTANX
1D Price
Change %
FTANX100%
+0.37%
BKMIX - FTANX
92%
Closely correlated
N/A
HBLFX - FTANX
82%
Closely correlated
+0.15%
HBLRX - FTANX
76%
Closely correlated
+0.15%
HBLSX - FTANX
75%
Closely correlated
+0.15%
VWINX - FTANX
75%
Closely correlated
N/A
More