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Fidelity Asset Manager 20% Fund (FASIX)

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13.72 -0.02    -0.15%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.09B
Fidelity Asset Manager 20% 13.72 -0.02 -0.15%

FASIX Overview

 
On this page you'll find an in-depth profile of Fidelity Asset Manager 20% Fund. Learn about the key management, total assets, investment strategy and contact information of FASIX among other information.
Category

Allocation--15% to 30% Equity

Total Assets

3.09B

Expenses

0.49%

Inception Date

33878

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

Top Executives

Name Title Since Until
Katherine Shaw Portfolio Manager 2023 Now
Biography Katherine Shaw is Co-Portfolio Manager of each fund, which she has managed since 2023. She also manages other funds. Since joining Fidelity Investments in 2007, Ms. Shaw has worked as a sector leader and portfolio manager.
Avishek Hazrachoudhury Quantitative Analyst 2018 Now
Biography Avishek Hazrachoudhury joined Fidelity Investments in 2013, since then he has worked as a quantitative analyst and portfolio manager.
Geoffrey D. Stein Director 2009 2023
Biography Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager.
Derek Young Senior Vice President 2008 2009
Biography Derek Young joined Fidelity in 1996 as Director of Risk Management and is a portfolio strategist in the Asset Allocation Group for Fidelity Research Management Company (FMR). In 1999, Mr. Young became Senior Vice President of Strategic Services for FMTC. In his role, Mr. Young is responsible for asset allocation portfolios for both FMR and Fidelity Investments Canada Limited. He is also the lead portfolio manager of Fidelity Diversified Income & Growth Fund, launched November 2003 and available exclusively to Canadian investors.
Dick Habermann Portfolio Manager 1996 2008
Biography Habermann joined Fidelity Investments in 1968. He has held several positions including portfolio manager, director of research for FMR Co., division head for international equities and director of international research, and chief investment officer for Fidelity International, Limited.
Harley J Lank Co-Manager 2004 2006
Biography Harley Lank is a vice-president and portfolio manager for Fidelity Investments. He joined Fidelity in 1996 as an analyst in the high income group, and has been with Fidelity’s high-income division for the past 11 years. Mr. Lank received a BS in business from Syracuse University, and an MBA from the Wharton School of Business at the University of Pennsylvania.
James K. Miller - 2004 2006
Robert C. Bertelson Portfolio Manager 2002 2006
Biography Bertelson has been a portfolio manager with Fidelity Investments since 1991. From 1986 to 1991, he was a vice president and research analyst with Wellington Management Company. He also worked as a research associate with Booz, Allen & Hamilton from 1982 to 1984.
Jeffrey Moore Portfolio Manager 2002 2004
Biography Jeffrey Moore, CFA, is a portfolio manager in the Fixed Income division at Fidelity Investments, and a presenting member to Fidelity’s Asset Allocation Committee. Prior to his current position, Mr. Moore was a fixed income analyst assigned to several sectors. Before joining Fidelity in 1995, Mr. Moore worked at Dominion Bond Rating Service in Toronto and Canada’s Department of Finance. He has been in the financial industry since 1990. Mr. Moore earned his B.A. degree with honors in economics from the University of Western Ontario and his M.S. degree in economics from the University of Waterloo
Matthew Conti Portfolio Manager 2000 2004
Biography Matt Conti is a portfolio manager at FMR Co. In this role, Mr. Conti manages Fidelity Advisor High Income Fund, VIP High Income Portfolio, Fidelity Focused High Income Fund, and Fidelity and Fidelity Advisor Short Duration High Income Fund, and FIAM High Yield Bond Discipline. Mr. Conti has been in the investments industry since joining Fidelity in 1995. Mr. Conti earned his BS degree in mechanical engineering from Carnegie Mellon University, his MS degree in mechanical engineering from Rensselaer Polytechnic Institute, and his MBA degree from Columbia Business School.
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