Fidelity Asset Manager 40% (FFANX)
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 40% (FFANX) trades at $15.01 with AI Score 44/100 (Grade C). Fidelity Asset Manager 40% is a diversified asset allocation fund managed by Fidelity Investments. Market cap: $2.81B, Sector: Financial services.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for FFANX: FFANX 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 FFANX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FFANX: the 1 perspectives are evenly split.
How is this calculated? →Fidelity Asset Manager 40% (FFANX) Financial Services Profile
Fidelity Asset Manager 40% (FFANX) is a balanced mutual fund allocating assets across stocks, bonds, and short-term instruments. Managed by Fidelity Investments, it aims for a blend of growth and income, catering to investors seeking diversified exposure with moderate risk within the broader asset management landscape.
What Is the Investment Thesis for FFANX?
Fidelity Asset Manager 40%'s investment thesis centers on its diversified asset allocation strategy, which aims to deliver a blend of growth and income. With a beta of 0.79, the fund exhibits lower volatility compared to the broader market, appealing to risk-conscious investors. The fund's ability to dynamically adjust its asset allocation based on market conditions is a key value driver. However, the absence of a dividend yield may deter income-focused investors. The fund's performance is closely tied to the overall performance of the stock and bond markets, making it susceptible to market downturns. The fund's expense ratio and management fees will also impact net returns, requiring careful consideration. The fund's relatively large market capitalization of $2.81B indicates stability and liquidity.
Based on FMP financials and quantitative analysis
FFANX Key Highlights
- Diversified asset allocation across stocks, bonds, and short-term instruments provides a balanced risk profile.
- Beta of 0.79 indicates lower volatility compared to the overall market.
- Managed by Fidelity Investments, a reputable and experienced asset manager.
- Strategic allocation adjustments based on market conditions aim to optimize returns.
- Absence of dividend yield may not appeal to income-seeking investors.
Who Are FFANX's Competitors?
FFANX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DFGX Dimensional - International Core Fixed Income ETF | $53.48 | +0.04% | $1.59B | 46 |
| FASIX Fidelity Asset Manager 20% | $14.85 | +0.00% | $6.32B | 46 |
| FBSOX Fidelity Select IT Services Portfolio | $41.99 | +1.72% | $1.02B | 44 |
| FDCPX Fidelity Select Computer Pt | $214.56 | -5.01% | $2.45B | 50 |
| FEDDX Fidelity Emerging Markets Discovery Fd | $22.90 | +0.62% | $1.51B | 47 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FFANX's Key Strengths?
- Diversified asset allocation
- Experienced management team at Fidelity Investments
- Lower volatility compared to the overall market (beta of 0.79)
- Established brand reputation
What Are FFANX's Weaknesses?
- Absence of dividend yield
- Susceptibility to market downturns
- Reliance on overall market performance
- Management fees can impact net returns
What Could Drive FFANX Stock Higher?
- Potential interest rate cuts by the Federal Reserve could boost bond prices and overall fund performance.
- Continued economic growth could drive stock market gains and increase the value of equity holdings.
- Fidelity Investments may launch new marketing campaigns to attract investors to the fund (timeline: next 6-12 months).
- Increased investor demand for diversified asset allocation strategies could lead to higher inflows into the fund.
What Are the Key Risks for FFANX?
- Rising interest rates could negatively impact bond prices and reduce fund returns.
- Economic recession could lead to stock market declines and lower fund performance.
- Increased competition from passive investment products could put pressure on management fees.
- Unexpected market volatility could negatively impact fund performance and investor sentiment.
- Changes in investor preferences could lead to outflows from the fund.
What Are the Growth Opportunities for FFANX?
- Expansion into sustainable investing: Fidelity Asset Manager 40% can capitalize on the growing demand for ESG (Environmental, Social, and Governance) investments by incorporating sustainable investing principles into its asset allocation strategy. The global ESG investing market is projected to reach trillions of dollars in assets under management, offering a significant growth opportunity for the fund. Timeline: Within the next 2-3 years.
- Enhancing digital distribution channels: Fidelity Asset Manager 40% can leverage digital platforms and online advisory services to reach a wider investor base, particularly younger investors who prefer digital channels. The increasing adoption of robo-advisors and online investment platforms presents a significant opportunity to expand the fund's distribution network. Timeline: Ongoing.
- Developing customized investment solutions: Fidelity Asset Manager 40% can offer customized investment solutions tailored to individual investor needs and risk profiles. This personalized approach can attract high-net-worth individuals and institutional investors seeking bespoke investment strategies. The market for customized investment solutions is growing, driven by the increasing complexity of financial markets and the demand for personalized financial advice. Timeline: Within the next 3-5 years.
- Increasing international exposure: Fidelity Asset Manager 40% can diversify its portfolio by increasing its exposure to international markets, particularly emerging economies with high growth potential. This can enhance returns and reduce portfolio volatility. The global economy is becoming increasingly interconnected, and international diversification is becoming more important for investors. Timeline: Ongoing.
- Leveraging data analytics and AI: Fidelity Asset Manager 40% can utilize data analytics and artificial intelligence (AI) to improve its investment decision-making process and enhance portfolio performance. AI-powered tools can help identify investment opportunities, manage risk, and optimize asset allocation. The adoption of AI in the asset management industry is growing rapidly, driven by the increasing availability of data and the advancements in AI technology. Timeline: Ongoing.
What Opportunities Does FFANX Have?
- Expansion into sustainable investing
- Enhancing digital distribution channels
- Developing customized investment solutions
- Increasing international exposure
What Threats Does FFANX Face?
- Rising interest rates
- Increased competition from passive investment products
- Economic recession
- Regulatory changes
What Are FFANX's Competitive Advantages?
- Brand reputation: Fidelity Investments has a strong brand reputation and a long history of providing investment solutions.
- Scale: Fidelity's large asset base provides economies of scale and access to investment opportunities.
- Distribution network: Fidelity has a well-established distribution network, including online platforms and financial advisors.
What Does FFANX Do?
Fidelity Asset Manager 40% is a mutual fund offered by Fidelity Investments, a leading global financial services provider. The fund operates under a strategic asset allocation model, primarily investing in three core asset classes: stocks, bonds, and short-term/money market instruments. This diversified approach aims to provide investors with a balanced portfolio that seeks both capital appreciation and income generation. The fund's allocation strategy involves investing in a mix of equity securities, fixed-income securities (maturing in more than one year), and short-term fixed-income securities (maturing in one year or less). 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, the fund's manager, has a long history of providing investment solutions to individuals and institutions, managing trillions of dollars in assets across various investment vehicles. Fidelity's expertise in asset allocation and portfolio management is leveraged to actively manage the fund's asset mix, adjusting allocations based on market conditions and economic outlook. The fund is designed for investors seeking a diversified, multi-asset class investment strategy with a moderate risk profile.
What Products and Services Does FFANX Offer?
- Allocates assets across stocks, bonds, and short-term instruments.
- Invests in equity securities of all types.
- Invests in fixed-income securities maturing in more than one year.
- Invests in lower-quality debt securities (high-yield or junk bonds).
- Invests in fixed-income securities maturing in one year or less.
- Seeks a balance between capital appreciation and income generation.
- Actively manages asset allocation based on market conditions.
How Does FFANX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows/outflows.
- Expenses include investment management fees, administrative costs, and distribution expenses.
What Industry Does FFANX Operate In?
Fidelity Asset Manager 40% operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, interest rate movements, and regulatory changes. The rise of passive investing and exchange-traded funds (ETFs) has put pressure on actively managed funds to demonstrate their value proposition. The asset management industry is projected to experience moderate growth, driven by increasing wealth and the growing demand for retirement planning solutions. Fidelity Asset Manager 40% competes with other mutual funds and asset allocation products offered by firms like DFGX, FASIX, FBSOX, FDCPX, and FEDDX.
Who Are FFANX's Key Customers?
- Individual investors seeking a diversified investment strategy.
- Retirement savers looking for a balanced portfolio.
- Institutional investors seeking multi-asset class exposure.
FFANX Valuation & Market Position
Relative to its peer group, FFANX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
FFANX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation
- Experienced management team at Fidelity Investments
- Lower volatility compared to the overall market (beta of 0.79)
- Established brand reputation
Bear Case
- Absence of dividend yield
- Susceptibility to market downturns
- Reliance on overall market performance
- Management fees can impact net returns
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
FFANX Latest News
No recent news available for FFANX.
FFANX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FFANX.
Price Targets
Wall Street price target analysis for FFANX.
FFANX MoonshotScore
What does this score mean?
The MoonshotScore rates FFANX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
What Investors Ask About Fidelity Asset Manager 40% (FFANX) — Financial Services
What does Fidelity Asset Manager 40% do?
Fidelity Asset Manager 40% is a diversified mutual fund that allocates its assets across three main asset classes: stocks, bonds, and short-term instruments. The fund aims to provide investors with a balanced portfolio that seeks both capital appreciation and income generation. It invests in a mix of equity securities, fixed-income securities (maturing in more than one year), and short-term fixed-income securities (maturing in one year or less). The fund is managed by Fidelity Investments, a leading global financial services provider, and is designed for investors seeking a multi-asset class investment strategy with a moderate risk profile.
What are the main risks for FFANX?
The main risks for Fidelity Asset Manager 40% include market risk, interest rate risk, and credit risk. Market risk refers to the potential for declines in the value of the fund's investments due to overall market downturns. Interest rate risk arises from the potential for rising interest rates to negatively impact bond prices. Credit risk relates to the possibility that issuers of fixed-income securities may default on their obligations. Other risks include management risk, which is the risk that the fund manager's investment decisions may not be successful, and liquidity risk, which is the risk that the fund may not be able to sell its investments quickly enough to meet redemption requests.
What are the key factors to evaluate for FFANX?
Fidelity Asset Manager 40% (FFANX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FFANX data refresh on this page?
FFANX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven FFANX's recent stock price performance?
Fidelity Asset Manager 40% (FFANX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified asset allocation. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FFANX overvalued or undervalued right now?
Valuing Fidelity Asset Manager 40% (FFANX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying FFANX?
Before investing in Fidelity Asset Manager 40% (FFANX), 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) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding FFANX to a portfolio?
Key strength of Fidelity Asset Manager 40% (FFANX): Diversified asset allocation. 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 based on individual circumstances and risk tolerance.