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Fidelity Asset Manager 60%: (MF: FSANX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 05:31 PM ET

$18.62 USD

-0.04 (-0.21%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.60 23
3 months 4.99 20
6 months 10.48 18
1 Year 23.27 12
3 Year 15.06 22
5 Year 7.15 18
10 Year 9.08 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.40
Bull Market (2/09 - 3/21) 452.77

Load Adjusted Returns as of May 31, 2026

1 Year 16.29
5 Year 5.98
10 Year 8.23
Since Inception 6.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.58 NA NA NA
2025 -0.25 8.02 5.39 2.74
2024 4.72 1.17 5.42 -1.98
2023 5.62 2.99 -3.61 9.49
2022 -5.62 -12.11 -4.99 6.20
2021 2.09 5.74 -0.18 3.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.6016.679.4914.81-16.3011.8516.1220.65-6.5916.406.76
% Total Return Rel to Index 0.80-1.54-15.53-11.431.89-16.83-2.27-10.83-2.20-5.39-5.17
% Total Return Rel to Peer 2.125.260.533.68-4.931.748.486.33-1.205.541.27
% Perf Quintile vs Peer* 2.001.002.002.005.002.001.002.004.001.002.00
% Dividends 0.000.350.320.280.290.210.150.200.170.140.15
% Yield 0.001.922.112.232.121.271.001.491.481.101.31
Capital Gains ($) 0.000.650.180.000.280.190.120.330.320.220.02
Expense Ratio 0.580.600.640.680.670.670.680.690.700.710.71

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