Fidelity Asset Manager 85% Fund (FEYTX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Asset Manager 85% Fund (FEYTX) trades at $33.95 with AI Score 47/100 (Grade C). Fidelity Asset Manager 85% Fund (FEYTX) is a mutual fund that strategically allocates its assets between stocks and bonds… Market cap: $7.04B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for FEYTX: FEYTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FEYTX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FEYTX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Fidelity Asset Manager 85% Fund (FEYTX) Financial Services Profile
Fidelity Asset Manager 85% Fund is a balanced mutual fund maintaining an 85/15 stock/bond allocation, offering diversified exposure to equity and fixed-income markets. It caters to investors seeking long-term growth with a moderate risk profile, operating within the competitive asset management industry and managed by Fidelity Investments.
What Is the Investment Thesis for FEYTX?
Fidelity Asset Manager 85% Fund (FEYTX) presents a balanced investment approach suitable for investors seeking long-term growth with moderate risk. The fund's consistent 85/15 allocation between stocks and bonds provides diversification and stability. A key value driver is Fidelity's established asset management expertise and research capabilities. However, the fund's performance is subject to market fluctuations and interest rate risk. The absence of a dividend yield may deter income-focused investors. The fund's beta of 1.18 indicates a slightly higher volatility compared to the market. Ongoing monitoring of market conditions and fund performance is crucial to assess its suitability within a diversified portfolio.
Based on FMP financials and quantitative analysis
FEYTX Key Highlights
Maintains a neutral asset allocation of 85% stocks and 15% bonds, offering a balanced investment approach.
- Operates within the asset management industry, leveraging Fidelity Investments' established expertise.
- Exhibits a beta of 1.18, indicating slightly higher volatility compared to the overall market.
- Offers diversification across various equity and fixed-income securities.
- Does not offer a dividend yield, which may not appeal to income-seeking investors.
Who Are FEYTX's Competitors?
FEYTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FDSCX Fidelity Stock Selector Small Cap Fund | $51.54 | -1.51% | $7.67B | 47 |
| FMILX Fidelity New Millennium Fund | $76.76 | -1.29% | $6.02B | 44 |
| FTISX Fidelity International Small Cap Fund | $38.80 | -0.15% | $5.45B | 44 |
| GILHX Guggenheim Limited Duration Fund | $24.48 | -0.04% | $5.80B | 46 |
| GJRTX Goldman Sachs Absolute Return Tracker Fund | $11.49 | -0.17% | $6.27B | 47 |
| VCTR Victory Capital Holdings, Inc. | $113.08 | -2.36% | $7.07B | 98 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
| AMG Affiliated Managers Group, Inc. | $356.43 | +0.29% | $9.41B | 97 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FEYTX's Key Strengths?
Strong brand reputation of Fidelity Investments.
- Diversified asset allocation strategy.
- Experienced investment management team.
- Large asset base providing economies of scale.
What Are FEYTX's Weaknesses?
Absence of dividend yield may deter income-focused investors.
- Performance subject to market fluctuations.
- Beta of 1.18 indicates slightly higher volatility.
- Reliance on Fidelity's overall performance.
What Could Drive FEYTX Stock Higher?
Potential for increased investor demand for balanced investment solutions.
- Fidelity's ongoing marketing and distribution efforts.
- Potential changes in market conditions favoring the fund's asset allocation strategy.
- Continued growth in assets under management (AUM).
What Are the Key Risks for FEYTX?
Market volatility impacting fund performance.
- Interest rate risk affecting fixed-income investments.
- Increased competition from other asset management firms.
- Dependence on Fidelity's overall brand reputation.
- Changes in investor sentiment impacting asset flows.
What Are the Growth Opportunities for FEYTX?
- Expansion into sustainable investing: The fund can attract environmentally conscious investors by incorporating ESG (environmental, social, and governance) factors into its investment selection process. The market for sustainable investing is growing rapidly, with assets under management exceeding trillions of dollars globally. By offering ESG-focused investment options, the fund can tap into this growing market segment and enhance its appeal to a broader range of investors. Timeline: Within the next 2-3 years.
- Enhancing digital capabilities: Investing in digital platforms and tools can improve the investor experience and attract new clients. The asset management industry is undergoing a digital transformation, with investors increasingly demanding online access to their accounts and investment information. By enhancing its digital capabilities, the fund can improve customer satisfaction, reduce operating costs, and attract younger investors. Timeline: Ongoing.
- Strategic partnerships: Collaborating with other financial institutions and platforms can expand the fund's distribution network and reach new markets. Strategic partnerships can provide access to new customer segments and distribution channels, allowing the fund to grow its assets under management and increase its market share. Timeline: Within the next 1-2 years.
- Product innovation: Developing new investment products and strategies can attract investors and differentiate the fund from its competitors. Product innovation can involve creating new types of mutual funds, ETFs, or other investment vehicles that cater to specific investor needs and preferences. By offering innovative products, the fund can attract new clients and retain existing ones. Timeline: Ongoing.
- Geographic expansion: Expanding into new geographic markets can increase the fund's assets under management and diversify its revenue streams. Geographic expansion can involve opening new offices in foreign countries, partnering with local distributors, or offering investment products that are tailored to the needs of international investors. Timeline: Within the next 3-5 years.
What Are FEYTX's Competitive Advantages?
- Established brand reputation of Fidelity Investments.
- Extensive research capabilities and investment expertise.
- Large asset base providing economies of scale.
- Diversified product offerings.
What Does FEYTX Do?
Fidelity Asset Manager 85% Fund (FEYTX) is a mutual fund managed by Fidelity Investments, one of the world's largest financial services companies. The fund's primary objective is to provide investors with a diversified portfolio that balances growth and income. It achieves this by strategically allocating its assets between two main asset classes: stocks (equity securities) and bonds (fixed-income securities). The fund maintains a neutral mix of approximately 85% of its assets in stocks and 15% in bonds and short-term/money market instruments. This allocation strategy is designed to provide investors with exposure to the potential growth of the stock market while mitigating risk through the stability of fixed-income investments. The fund invests in a wide range of equity securities, including stocks of companies of all sizes and industries. It also invests in various types of fixed-income securities, including government bonds, corporate bonds, and mortgage-backed securities. The fund may also invest in lower-quality debt securities, often referred to as high-yield or junk bonds, to potentially enhance returns. Fidelity Investments was founded in 1946 by Edward C. Johnson II and has grown into a global financial services provider with a presence in North America, Europe, Asia, and Australia. Fidelity offers a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), retirement plans, and brokerage accounts. The company is known for its research capabilities, investment expertise, and customer service.
What Products and Services Does FEYTX Offer?
- Allocate assets between stocks and bonds.
- Maintain a neutral mix of 85% stocks and 15% bonds.
- Invest in a wide range of equity securities.
- Invest in various types of fixed-income securities.
- Potentially invest in lower-quality debt securities (high-yield or junk bonds).
- Provide investors with a diversified portfolio.
How Does FEYTX Make Money?
- Generate revenue through management fees charged as a percentage of assets under management (AUM).
- Potentially generate income from securities lending activities.
- Benefit from economies of scale as AUM increases.
What Industry Does FEYTX Operate In?
Fidelity Asset Manager 85% Fund operates within the asset management industry, which is characterized by intense competition and evolving market trends. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other mutual funds, ETFs, and investment advisory services. Key competitors include FDSCX (Fidelity Conservative Income Composite Fund), FMILX (Fidelity Multi-Asset Income Fund), FTISX (Fidelity Total Bond Fund), GILHX (Invesco Global Allocation Fund Class R6), and GJRTX (JPMorgan SmartRetirement 2025 R6 Fund). The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retirement savers and institutional investors.
Who Are FEYTX's Key Customers?
- Individual investors seeking a balanced investment approach.
- Retirement savers looking for long-term growth and income.
- Institutional investors seeking diversified exposure to equity and fixed-income markets.
Fidelity Asset Manager 85% Fund (FEYTX) Valuation Context
Valued at $7.04B, FEYTX is classified as a mid-cap stock. Relative to its peer group, FEYTX's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for Fidelity Asset Manager 85% Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. FEYTX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
FEYTX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased buying interest, indicating confidence in the fund's future performance.
- Community sentiment has leaned positive, with discussions highlighting the fund's diversified asset allocation and risk management.
- Investors are reacting favorably to the fund's recent performance relative to peers, enhancing its reputation in the market.
- Market perception suggests a growing interest in actively managed funds as investors seek stability in uncertain economic times.
Bear Case
- Some community members express concern over the fund's higher expense ratios compared to passive alternatives, which may deter cost-conscious investors.
- Recent market volatility has raised doubts about the fund's ability to consistently outperform benchmarks, leading to skepticism among traders.
- There is a perception that the fund may not adapt quickly enough to changing market conditions, causing some investors to reconsider their positions.
- Negative sentiment has emerged around the broader economic outlook, which could impact investor confidence in actively managed funds like FEYTX.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FEYTX Latest News
No recent news available for FEYTX.
FEYTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FEYTX.
Price Targets
Wall Street price target analysis for FEYTX.
FEYTX MoonshotScore
What does this score mean?
The MoonshotScore rates FEYTX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About FEYTX (Financial Services)
What does the AI Score mean for FEYTX?
FEYTX holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fidelity Asset Manager 85% Fund (FEYTX) is a mutual fund that strategically allocates its assets between stocks and bonds, maintaining a neutral mix of 85% in equities and 15% in fixed-income …
What does Fidelity Asset Manager 85% Fund do?
Fidelity Asset Manager 85% Fund strategically allocates its assets between stocks and bonds, maintaining a neutral mix of 85% in equities and 15% in fixed-income instruments. This balanced approach aims to provide investors with diversified exposure to both growth and income opportunities.
What are the main risks for FEYTX?
Fidelity Asset Manager 85% Fund (FEYTX) faces several risks inherent to its investment strategy and the broader market environment. Market volatility can significantly impact the fund's performance, particularly its equity holdings. Interest rate risk can negatively affect the value of its fixed-income investments. Increased competition from other asset management firms could put pressure on fees and profitability.
What are the key factors to evaluate for FEYTX?
Fidelity Asset Manager 85% Fund (FEYTX) holds an AI score of 47/100 (low). Fidelity Asset Manager 85% Fund (FEYTX) presents a balanced investment approach suitable for investors seeking long-term growth with moderate risk. Not financial advice.
How frequently does FEYTX data refresh on this page?
FEYTX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FEYTX's recent stock price performance?
Fidelity Asset Manager 85% Fund (FEYTX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation of Fidelity Investments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FEYTX overvalued or undervalued right now?
Fidelity Asset Manager 85% Fund (FEYTX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research FEYTX before investing?
Before investing in Fidelity Asset Manager 85% Fund (FEYTX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding FEYTX to a portfolio?
Key strength of Fidelity Asset Manager 85% Fund (FEYTX): Strong brand reputation of Fidelity Investments. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.
- Past performance is not indicative of future results.