FTAAX

About FTAAX

Fidelity Advisor Asset Manager 30% Fund Class A is a multi-asset mutual fund designed to provide investors with a moderately conservative allocation strategy. Its primary function is to balance capital preservation with income generation by diversifying investments across multiple asset classes. The fund typically maintains a neutral allocation of approximately 30% in equities, 50% in bonds, and 20% in short-term and money market instruments, aiming for a high level of current income while managing risk exposure through broad diversification. This fund appeals to investors seeking stability and modest growth potential, making it suitable for those with a low to moderate risk tolerance. Managed by Fidelity Investments, the fund invests in thousands of securities and features monthly dividend distributions, competitive expense ratios, and no minimum initial investment requirement, supporting accessibility and flexibility for a broad range of investors. As part of the global moderately conservative allocation category, it fulfills a core role for portfolios focused on steady income and preservation of capital over the long term.