Fidelity Asset Manager 70% Fund (FASGX) 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 70% Fund (FASGX) trades at $33.85 with AI Score 44/100 (Grade C). Fidelity Asset Manager 70% Fund (FASGX) is a mutual fund that strategically allocates assets across stocks, bonds, and short-term/money… Market cap: $8.99B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FASGX: FASGX 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 FASGX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FASGX: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio 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 70% Fund (FASGX) Financial Services Profile
Fidelity Asset Manager 70% Fund (FASGX) is a diversified asset allocation fund managing $8.49 billion, primarily investing in stocks, bonds, and short-term instruments. It aims to provide a balanced investment approach, suitable for investors seeking exposure across multiple asset classes within the financial services sector.
What Is the Investment Thesis for FASGX?
Fidelity Asset Manager 70% Fund (FASGX) presents a diversified investment opportunity with its strategic allocation across stocks, bonds, and short-term instruments. With a beta of 1.05, the fund exhibits market-correlated volatility. The fund's value is driven by its ability to adapt to changing market conditions and maintain a balanced portfolio. Key growth catalysts include effective asset allocation strategies and the ability to capitalize on market opportunities across different asset classes. However, potential risks include market volatility, interest rate fluctuations, and credit risk associated with lower-quality debt securities. The fund's performance is also dependent on the expertise of its management team in navigating complex financial markets.
Based on FMP financials and quantitative analysis
FASGX Key Highlights
Market Cap: $8.49 billion, indicating a substantial asset base.
- Beta: 1.05, suggesting market-correlated volatility.
- Diversified Asset Allocation: Exposure to stocks, bonds, and short-term instruments.
- Managed by Fidelity Investments: Leveraging the expertise of a leading financial services company.
- No Dividend Yield: The fund does not distribute dividends, focusing on capital appreciation.
Who Are FASGX's Competitors?
FASGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FAMRX Fidelity Asset Manager 85% Fund | $34.79 | -0.43% | $6.94B | 47 |
| FCPGX Fidelity Small Cap Growth Fund | $43.89 | -1.99% | $9.82B | 44 |
| FDKVX Fidelity Freedom 2060 Fund | $19.30 | -0.52% | $9.88B | 47 |
| FFTMX Fidelity Asset Manager 50% Fund | $23.51 | -0.34% | $10.9B | 44 |
| TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | $71.75 | -0.37% | $6.43B | 44 |
| AMG Affiliated Managers Group, Inc. | $356.43 | +0.29% | $9.41B | 97 |
| VCTR Victory Capital Holdings, Inc. | $113.08 | -2.36% | $7.07B | 98 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FASGX's Key Strengths?
Diversified asset allocation strategy.
- Managed by Fidelity Investments, a reputable financial services company.
- Substantial asset base of $8.49 billion.
- Exposure to multiple asset classes, including stocks, bonds, and short-term instruments.
What Are FASGX's Weaknesses?
No dividend yield, which may not appeal to income-seeking investors.
- Market-correlated volatility with a beta of 1.05.
- Dependence on the expertise of the management team.
- Potential for underperformance compared to more specialized investment strategies.
What Could Drive FASGX Stock Higher?
Effective asset allocation strategies to capitalize on market opportunities.
- Ability to adapt to changing market conditions and maintain a balanced portfolio.
- Potential for expansion into new asset classes and geographic markets.
- Enhanced digital investment platform to attract younger investors.
What Are the Key Risks for FASGX?
Market volatility and economic downturns affecting asset values.
- Interest rate fluctuations impacting fixed-income securities.
- Credit risk associated with lower-quality debt securities.
- Increased competition from other asset management firms.
- Regulatory changes impacting the financial services industry.
What Are the Growth Opportunities for FASGX?
- Expansion into New Asset Classes: FASGX could explore opportunities to invest in alternative asset classes, such as real estate, private equity, or infrastructure. These asset classes can offer diversification benefits and potentially higher returns, but also come with increased risk and complexity. The market for alternative investments is estimated to be worth trillions of dollars globally, providing ample room for growth. Timeline: 2-3 years.
- Enhanced Digital Investment Platform: Fidelity could enhance its digital investment platform to attract a younger generation of investors. This includes offering personalized investment advice, robo-advisory services, and mobile-friendly interfaces. The digital wealth management market is growing rapidly, driven by the increasing adoption of technology and the demand for low-cost investment solutions. Timeline: 1-2 years.
- Strategic Partnerships and Acquisitions: FASGX could pursue strategic partnerships or acquisitions to expand its product offerings and market reach. This includes partnering with other asset managers, fintech companies, or financial advisors. The asset management industry is consolidating, with larger players acquiring smaller firms to gain scale and efficiency. Timeline: Ongoing.
- Focus on Sustainable Investing: FASGX could increase its focus on sustainable investing by incorporating environmental, social, and governance (ESG) factors into its investment decisions. This includes investing in companies with strong ESG ratings and offering ESG-focused investment products. The demand for sustainable investments is growing rapidly, driven by increasing awareness of social and environmental issues. Timeline: 1-2 years.
- Global Expansion: FASGX could expand its operations into new geographic markets, particularly in emerging economies with high growth potential. This includes offering investment products tailored to the needs of local investors and establishing a local presence. The global asset management market is growing rapidly, driven by increasing wealth and the demand for investment solutions. Timeline: 3-5 years.
What Are FASGX's Competitive Advantages?
- Brand Reputation: Fidelity Investments has a strong brand reputation and a long history of providing investment solutions.
- Scale: The fund benefits from the scale of Fidelity Investments, which allows it to offer competitive fees and access to a wide range of investment resources.
- Diversification: The fund's diversified asset allocation strategy provides investors with exposure to multiple asset classes, reducing risk.
What Does FASGX Do?
Fidelity Asset Manager 70% Fund (FASGX) is a mutual fund managed by Fidelity Investments, a leading financial services company with a long history of providing investment solutions to individuals and institutions. The fund operates under a strategic asset allocation model, primarily investing in three main asset classes: stocks, bonds, and short-term/money market instruments. The fund's objective is to provide a diversified investment portfolio that balances risk and return. The stock class includes equity securities of all types, offering exposure to various sectors and market capitalizations. The bond class consists of fixed-income securities maturing in more than one year, including lower-quality debt securities (high yield or junk bonds), providing income and potential capital appreciation. The short-term/money market class includes fixed-income securities maturing in one year or less, offering liquidity and stability. FASGX does not focus on any specific geographic region, but primarily invests in US markets. The fund's approach is designed to adapt to changing market conditions and provide investors with a well-rounded investment experience. As of 2026, the fund continues to be a popular choice for investors seeking a diversified, multi-asset investment strategy.
What Products and Services Does FASGX Offer?
- Allocates assets among stocks, bonds, and short-term/money market instruments.
- Invests in equity securities of all types, including funds that invest in such securities.
- Invests in fixed-income securities maturing in more than one year, including lower-quality debt securities.
- Invests in fixed-income securities maturing in one year or less.
- Provides a diversified investment portfolio that balances risk and return.
- Adapts to changing market conditions to optimize investment performance.
- Offers investors a well-rounded investment experience through a multi-asset strategy.
How Does FASGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by market performance and investor inflows.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does FASGX Operate In?
Fidelity Asset Manager 70% Fund (FASGX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. Key trends include the increasing demand for diversified investment solutions and the growing popularity of passive investment strategies. FASGX competes with other asset allocation funds, such as FAMRX, FCPGX, FDKVX, FFTMX, and TPLGX, each offering different investment strategies and risk profiles. The fund's success depends on its ability to deliver competitive returns and attract investors seeking a balanced investment approach.
Who Are FASGX's Key Customers?
- Individual investors seeking diversified investment solutions.
- Institutional investors, including pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
FASGX Valuation & Market Position
Relative to its peer group, FASGX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
FASGX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation strategy.
- Managed by Fidelity Investments, a reputable financial services company.
- Substantial asset base of $8.49 billion.
- Exposure to multiple asset classes, including stocks, bonds, and short-term instruments.
Bear Case
- No dividend yield, which may not appeal to income-seeking investors.
- Market-correlated volatility with a beta of 1.05.
- Dependence on the expertise of the management team.
- Potential for underperformance compared to more specialized investment strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
FASGX Latest News
No recent news available for FASGX.
FASGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FASGX.
Price Targets
Wall Street price target analysis for FASGX.
FASGX MoonshotScore
What does this score mean?
The MoonshotScore rates FASGX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Fidelity Asset Manager 70% Fund Financial Services Stock: Key Questions Answered
What does the AI Score mean for FASGX?
FASGX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fidelity Asset Manager 70% Fund (FASGX) is a mutual fund that strategically allocates assets across stocks, bonds, and short-term/money market instruments. With approximately $8.49 billion …
What does Fidelity Asset Manager 70% Fund do?
Fidelity Asset Manager 70% Fund (FASGX) is a diversified mutual fund that strategically allocates its assets across three main classes: stocks, bonds, and short-term/money market instruments. The fund aims to provide a balanced investment approach by investing in a mix of equity and fixed-income securities.
What are the main risks for FASGX?
Fidelity Asset Manager 70% Fund (FASGX) faces several risks inherent to its asset allocation strategy. Market risk is a primary concern, as fluctuations in equity and fixed-income markets can impact the fund's overall performance. Interest rate risk affects the value of the fund's fixed-income holdings, particularly those with longer maturities.
How does Fidelity Asset Manager 70% Fund generate revenue in the financial services sector?
Fidelity Asset Manager 70% Fund (FASGX) generates revenue primarily through management fees charged on its assets under management (AUM). These fees are calculated as a percentage of the total value of the fund's assets and are designed to cover the costs of managing the fund, including investment research, portfolio management, and administrative expenses.
How sensitive is FASGX to interest rate changes?
Fidelity Asset Manager 70% Fund (FASGX) is moderately sensitive to interest rate changes, primarily through its fixed-income holdings. When interest rates rise, the value of existing fixed-income securities in the fund's portfolio may decline, leading to potential losses. Conversely, when interest rates fall, the value of these securities may increase.
What are the key factors to evaluate for FASGX?
Fidelity Asset Manager 70% Fund (FASGX) holds an AI score of 44/100 (low). Fidelity Asset Manager 70% Fund (FASGX) presents a diversified investment opportunity with its strategic allocation across stocks, bonds, and short-term instruments. Not financial advice.
How frequently does FASGX data refresh on this page?
FASGX'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 FASGX's recent stock price performance?
Fidelity Asset Manager 70% Fund (FASGX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified asset allocation strategy. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FASGX overvalued or undervalued right now?
Fidelity Asset Manager 70% Fund (FASGX) 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.
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.
- AI analysis pending for FASGX, limiting comprehensive insights.
- Financial data based on available information as of 2026-03-17.