— Know what they know.
Not Investment Advice

FASIX

Fidelity Asset Manager 20%
1W: -0.6% 1M: -2.8% 3M: -1.1% YTD: -1.1% 1Y: +6.7% 3Y: +19.3% 5Y: +12.4%
$14.38
+0.01 (+0.07%)
 
Weekly Expected Move ±1.0%
$14 $14 $14 $14 $14
ETF NASDAQ · AUM $6.4B
ETF-Level Metrics
AUM$6.4B
Holdings7
Top 10 Wt8.4%
Beta0.57
% 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 21 91.4%
Financial Services 7 8.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 28 of 28 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Fidelity Central Investment Portfolios II LLC Private 41.58% $2.3B 23,238,828
2 Fidelity Revere Street Trust Private 18.46% $1.0B 1,028,593,872
3 Fidelity Central Investment Portfolios LLC Private 12.88% $717.6M 4,608,981
4 Fidelity Central Investment Portfolios LLC Private 6.62% $368.9M 2,947,253
5 Fidelity Merrimack Street Trust FLDB 4.81% $267.9M 5,300,837 $405M Financial Services
6 Fidelity Central Investment Portfolios LLC Private 3.54% $197.1M 716,004
7 Fidelity Central Investment Portfolios II LLC Private 1.97% $109.6M 1,188,261
8 Fidelity Central Investment Portfolios LLC Private 1.74% $96.7M 875,384
9 Fidelity Hanover Street Trust Private 1.27% $70.7M 746,389
10 Fidelity Covington Trust FESM 1.22% $67.8M 1,855,057 $2.6B Financial Services
11 Fidelity Greenwood Street Trust Private 1.09% $61.0M 1,988,503
12 Fidelity Covington Trust FBCG 1.00% $55.6M 1,036,259 $5.4B Financial Services
13 Fidelity Oxford Street Trust II Private 0.77% $42.9M 458,095
14 Fidelity Central Investment Portfolios LLC Private 0.75% $41.7M 433,621
15 Fidelity Covington Trust FSMO 0.47% $26.4M 903,457 $82M Financial Services
16 Fidelity Covington Trust FMDE 0.39% $21.9M 606,331 $5.5B Financial Services
17 Fidelity Central Investment Portfolios II LLC Private 0.26% $14.4M 171,280
18 Fidelity Greenwood Street Trust FFUT 0.26% $14.3M 273,146 $137M Financial Services
19 Fidelity Covington Trust FELV 0.25% $14.2M 422,202 $2.9B Financial Services
20 Fidelity Central Investment Portfolios LLC Private 0.21% $11.4M 83,897
21 UST BILLS Private 0.13% $7.3M 7,350,000
22 UST BILLS Private 0.11% $5.9M 5,880,000
23 UST BILLS Private 0.06% $3.5M 3,500,000
24 CHICAGO BOARD OF TRADE Private 0.01% $283,353 469
25 ICE FUTURES US Deriv 0.00% $27,834 -70
26 Fidelity Revere Street Trust Private 0.00% $9,375 9,374
27 ICE FUTURES US Deriv -0.00% $-136,735 -193
28 CHICAGO MERCANTILE EXCH INC Private -0.06% $-3,089,226 -664

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