Fidelity Asset Manager 85% Fund (FEYTX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.18: the stock has moved about 18% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Asset Manager 85% Fund (FEYTX) trades at $33.88. Sector: Financials.
Price as of · 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.
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 | MoonshotScore |
|---|---|---|---|---|
| FDSCX Fidelity Stock Selector Small Cap Fund | $48.07 | +1.14% | $7.15B | — |
| FMILX Fidelity New Millennium Fund | $78.83 | +1.15% | $6.18B | — |
| FTISX Fidelity International Small Cap Fund | $38.56 | +0.73% | $5.41B | — |
| GILHX Guggenheim Limited Duration Fund | $24.16 | 0.00% | $5.72B | — |
| GJRTX Goldman Sachs Absolute Return Tracker Fund | $11.59 | +0.35% | $6.32B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -1.1%.
FEYTX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of Fidelity Investments.
- Diversified asset allocation strategy.
- Experienced investment management team.
- Large asset base providing economies of scale.
Bear Case
- 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.
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 collected by Financial Modeling Prep for FEYTX.
Price Targets
Wall Street price target analysis for FEYTX.
FEYTX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FEYTX; grades run from A+ (80-100) to F (below 30).
Common Questions About FEYTX (Financials)
What do analysts say about FEYTX stock?
Generally, analysts assess mutual funds based on factors such as historical performance, expense ratios, asset allocation strategy, and the fund manager's track record. Key valuation metrics include the fund's net asset value (NAV), total return, and risk-adjusted return. Growth considerations focus on the fund's ability to attract new assets and generate consistent returns over time.
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
MoonshotScore is not published for this security.
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.