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Not Investment Advice

FAMRX

Fidelity Asset Manager 85% Fund
1W: -2.8% 1M: -8.2% 3M: -4.2% YTD: -4.5% 1Y: +11.5% 3Y: +42.4% 5Y: +37.8%
$30.26
-0.02 (-0.07%)
 
Weekly Expected Move ±2.7%
$28 $28 $29 $30 $31
ETF NASDAQ · AUM $6.4B
ETF-Level Metrics
AUM$6.4B
Holdings6
Top 10 Wt9.9%
Beta1.18
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Other 23 90.3%
Financial Services 6 9.9%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 29 of 29 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Fidelity Central Investment Portfolios LLC Private 39.40% $2.1B 13,577,594
2 Fidelity Central Investment Portfolios LLC Private 24.55% $1.3B 10,523,900
3 Fidelity Central Investment Portfolios LLC Private 11.31% $606.9M 2,204,634
4 Fidelity Central Investment Portfolios II LLC Private 6.72% $360.6M 3,616,983
5 Fidelity Covington Trust FESM 3.52% $188.9M 5,166,576 $2.6B Financial Services
6 Fidelity Covington Trust FBCG 2.90% $155.3M 2,895,067 $5.4B Financial Services
7 Fidelity Central Investment Portfolios II LLC Private 1.89% $101.4M 1,099,002
8 Fidelity Central Investment Portfolios LLC Private 1.67% $89.4M 809,559
9 Fidelity Covington Trust FSMO 1.39% $74.3M 2,544,856 $82M Financial Services
10 Fidelity Hanover Street Trust Private 1.17% $62.7M 661,975
11 Fidelity Covington Trust FMDE 1.15% $61.8M 1,708,302 $5.5B Financial Services
12 Fidelity Greenwood Street Trust Private 0.97% $52.2M 1,700,394
13 Fidelity Oxford Street Trust II Private 0.74% $39.6M 422,985
14 Fidelity Covington Trust FELV 0.71% $38.2M 1,139,155 $2.9B Financial Services
15 Fidelity Central Investment Portfolios LLC Private 0.68% $36.2M 376,917
16 Fidelity Revere Street Trust Private 0.43% $22.8M 22,835,593
17 Fidelity Greenwood Street Trust FFUT 0.24% $12.6M 241,002 $137M Financial Services
18 Fidelity Central Investment Portfolios II LLC Private 0.22% $12.0M 143,724
19 Fidelity Central Investment Portfolios LLC Private 0.20% $10.6M 77,623
20 Fidelity Revere Street Trust Private 0.13% $6.8M 6,794,546
21 UST BILLS Private 0.06% $3.3M 3,270,000
22 UST BILLS Private 0.03% $1.6M 1,600,000
23 UST BILLS Private 0.03% $1.5M 1,540,000
24 CHICAGO MERCANTILE EXCH INC Private 0.03% $1.5M 321
25 UST BILLS Private 0.02% $1.3M 1,330,000
26 UST BILLS Private 0.01% $268,704 270,000
27 CHICAGO BOARD OF TRADE Private 0.00% $252,541 418
28 ICE FUTURES US Deriv 0.00% $11,288 -29
29 ICE FUTURES US Deriv -0.00% $-44,634 -63

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms