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Fidelity Asset Manager 40%: (MF: FFANX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:18 PM ET

$14.07 USD

+0.02 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.62 48
3 months 4.12 48
6 months 8.11 40
1 Year 14.69 33
3 Year 11.17 39
5 Year 5.46 53
10 Year 7.15 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -29.20
Bull Market (2/09 - 3/21) 271.39

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.16
5 Year 4.79
10 Year 6.51
Since Inception 5.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.38 5.83 4.29 2.12
2024 3.22 0.92 5.03 -1.87
2023 4.47 1.92 -3.07 8.05
2022 -4.94 -9.29 -4.16 4.48
2021 0.75 4.40 0.00 2.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.6213.167.3611.52-13.658.0113.0715.85-4.1111.775.99
% Total Return Rel to Index 0.54-5.05-17.65-14.724.54-20.67-5.32-15.630.27-10.01-5.94
% Total Return Rel to Peer -0.111.74-1.580.39-2.27-2.095.421.541.270.920.51
% Perf Quintile vs Peer* 3.002.000.002.004.003.002.003.002.003.003.00
% Dividends 0.000.370.350.300.280.210.170.230.220.170.17
% Yield 0.002.522.582.852.291.461.281.831.941.391.58
Capital Gains ($) 0.000.180.010.000.370.110.130.210.260.180.02
Expense Ratio 0.000.480.510.520.520.510.520.520.530.530.54

* 1 = Top 20%, 5 = Bottom 20%