Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) 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 Advisor Asset Manager 70% Fund Class M (FTASX) trades at $33.82 with AI Score 44/100 (Grade C). Fidelity Advisor Asset Manager 70% Fund Class M is a mutual fund that seeks to maximize… Market cap: $9.02B, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FTASX: FTASX 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 FTASX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FTASX: the 3 scored disciplines are evenly split. 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 Advisor Asset Manager 70% Fund Class M (FTASX) Financial Services Profile
Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) is a diversified asset allocation fund focusing on long-term total return through investments in stocks, bonds, and short-term instruments. Managed by Fidelity Investments, it offers a blend of asset classes to navigate market volatility and achieve balanced growth, operating within the competitive asset management landscape.
What Is the Investment Thesis for FTASX?
Fidelity Advisor Asset Manager 70% Fund Class M presents a balanced investment approach by allocating assets across stocks, bonds, and short-term instruments. With a market cap of $9.02B and a beta of 1.05, the fund demonstrates moderate market sensitivity. Its focus on long-term total return and diversification could appeal to investors seeking stability and growth. However, the absence of a dividend yield may deter income-focused investors. The fund's performance is closely tied to the overall market conditions and the performance of its underlying asset classes. Upcoming AI analysis may provide further insights into its potential performance and risk profile. Key value drivers include effective asset allocation, active management by Fidelity Investments, and the ability to adapt to changing market dynamics. Growth catalysts include favorable market conditions and increased investor demand for diversified investment solutions.
Based on FMP financials and quantitative analysis
FTASX Key Highlights
Market Cap of $9.02B indicates substantial size and investor confidence.
- Beta of 1.05 suggests moderate volatility relative to the market.
- Focus on long-term total return aligns with investors seeking capital appreciation.
- Diversified asset allocation across stocks, bonds, and short-term instruments reduces risk.
- Managed by Fidelity Investments, a reputable and experienced asset manager.
Who Are FTASX's Competitors?
FTASX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CEF Sprott Physical Gold and Silver Trust | $46.30 | +1.67% | $8.56B | 49 |
| CPXIX Cohen & Steers Preferred Sec & Inc I | $12.43 | -0.08% | $7.20B | 44 |
| CSJZX Cohen & Steers Realty Shares Fund Class Z | $75.41 | +0.20% | $8.15B | 50 |
| DHLYX Diamond Hill Large Cap Fund Class Y | $34.79 | -0.40% | $2.90B | 49 |
| FUNYX Pioneer Fundamental Growth Fund Class Y | $36.69 | -1.00% | $6.52B | 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 FTASX's Key Strengths?
Diversified asset allocation reduces risk.
- Managed by Fidelity Investments, a reputable firm.
- Focus on long-term total return.
- Substantial market cap of $9.02B.
What Are FTASX's Weaknesses?
No dividend yield may deter income-focused investors.
- Performance is subject to market volatility.
- Beta of 1.05 indicates moderate market sensitivity.
- Dependence on Fidelity's investment management expertise.
What Could Drive FTASX Stock Higher?
Release of AI analysis providing further insights into fund performance.
- Favorable market conditions driving asset appreciation.
- Increased investor demand for diversified investment solutions.
What Are the Key Risks for FTASX?
Economic downturns and market corrections impacting fund performance.
- Rising interest rates and inflation reducing fixed-income returns.
- Competition from other asset managers eroding market share.
- Changes in regulatory environment increasing compliance costs.
What Are the Growth Opportunities for FTASX?
- Expansion into new markets: Fidelity Advisor Asset Manager 70% Fund Class M can explore opportunities to expand its reach into new geographic markets or investor segments. By targeting specific demographics or regions with tailored investment solutions, the fund can attract new assets and increase its market share. This expansion strategy could involve partnerships with local distributors or the development of new marketing campaigns to reach potential investors. The timeline for this growth opportunity is estimated to be within the next 3-5 years, with a potential market size of several billion dollars.
- Increased adoption of sustainable investing: As environmental, social, and governance (ESG) factors become increasingly important to investors, Fidelity Advisor Asset Manager 70% Fund Class M can capitalize on this trend by incorporating sustainable investing principles into its investment strategy. This could involve screening investments based on ESG criteria or launching new ESG-focused funds. By aligning its investment approach with the growing demand for sustainable investments, the fund can attract socially conscious investors and enhance its reputation. The timeline for this growth opportunity is estimated to be within the next 2-3 years, with a potential market size of trillions of dollars.
- Leveraging technological advancements: Fidelity Advisor Asset Manager 70% Fund Class M can leverage technological advancements to improve its investment processes and enhance the investor experience. This could involve using artificial intelligence (AI) and machine learning (ML) to analyze market data, identify investment opportunities, and optimize portfolio construction. Additionally, the fund can enhance its online platform and mobile app to provide investors with seamless access to information and tools. By embracing technology, the fund can improve its efficiency, reduce costs, and attract tech-savvy investors. The timeline for this growth opportunity is estimated to be within the next 1-2 years, with a potential market size of billions of dollars.
- Strategic partnerships and acquisitions: Fidelity Advisor Asset Manager 70% Fund Class M can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers, technology providers, or distribution networks. Additionally, the fund can consider acquiring smaller asset management firms or specialized investment boutiques to gain access to new investment strategies or client relationships. By pursuing strategic partnerships and acquisitions, the fund can accelerate its growth and enhance its competitive position. The timeline for this growth opportunity is estimated to be within the next 3-5 years, with a potential market size of several billion dollars.
- Product innovation and diversification: Fidelity Advisor Asset Manager 70% Fund Class M can drive growth by developing new and innovative investment products that cater to the evolving needs of investors. This could involve launching new thematic funds, alternative investment strategies, or customized portfolio solutions. By diversifying its product offerings, the fund can attract a wider range of investors and reduce its reliance on traditional asset classes. The timeline for this growth opportunity is estimated to be within the next 2-3 years, with a potential market size of billions of dollars.
What Are FTASX's Competitive Advantages?
- Established brand reputation of Fidelity Investments.
- Extensive distribution network and client relationships.
- Experienced investment management team.
- Diversified asset allocation strategy.
What Does FTASX Do?
Fidelity Advisor Asset Manager 70% Fund Class M is a mutual fund designed to provide investors with a diversified investment portfolio across multiple asset classes. Managed by Fidelity Investments, the fund's primary objective is to maximize total return over the long term. It achieves this by strategically allocating its assets among three main categories: stocks, bonds, and short-term/money market instruments. The fund invests in equity securities of all types, fixed-income securities maturing in more than one year (including lower-quality debt securities), and fixed-income securities maturing in one year or less. This approach allows the fund to participate in the growth potential of the stock market while also providing a cushion against market volatility through its bond and short-term investments. Fidelity Investments, a well-established financial services company, manages the fund, leveraging its expertise in asset allocation and investment management. The fund operates within the broader asset management industry, catering to investors seeking a balanced and diversified investment solution. Its performance is influenced by various factors, including market conditions, interest rates, and the performance of the underlying securities in its portfolio. The fund's investment strategy is geared towards long-term growth and capital appreciation, making it suitable for investors with a moderate risk tolerance.
What Products and Services Does FTASX Offer?
- Manages a diversified portfolio of stocks, bonds, and short-term instruments.
- Seeks to maximize total return over the long term.
- Allocates assets across different asset classes based on market conditions and investment objectives.
- Invests in equity securities of all types.
- Invests in fixed-income securities maturing in more than one year.
- Invests in fixed-income securities maturing in one year or less.
- Provides a balanced investment solution for investors with moderate risk tolerance.
How Does FTASX 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 FTASX Operate In?
Fidelity Advisor Asset Manager 70% Fund Class M operates within the asset management industry, which is characterized by intense competition and evolving market trends. The industry is driven by factors such as economic growth, interest rates, and investor sentiment. Asset management firms compete to attract and retain assets under management by offering a variety of investment products and services. The competitive landscape includes traditional asset managers, hedge funds, and passive investment providers. FTASX's diversified asset allocation strategy positions it as a balanced investment solution within this landscape.
Who Are FTASX's Key Customers?
- Individual investors seeking a diversified investment portfolio.
- Financial advisors looking for investment solutions for their clients.
- Institutional investors seeking exposure to a balanced asset allocation strategy.
How Fidelity Advisor Asset Manager 70% Fund Class M Is Valued
Relative to its peer group, FTASX's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
FTASX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation reduces risk.
- Managed by Fidelity Investments, a reputable firm.
- Focus on long-term total return.
- Substantial market cap of $9.02B.
Bear Case
- No dividend yield may deter income-focused investors.
- Performance is subject to market volatility.
- Beta of 1.05 indicates moderate market sensitivity.
- Dependence on Fidelity's investment management expertise.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
FTASX Latest News
No recent news available for FTASX.
FTASX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FTASX.
Price Targets
Wall Street price target analysis for FTASX.
FTASX MoonshotScore
What does this score mean?
The MoonshotScore rates FTASX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
FTASX Financial Services Stock FAQ
What does the AI Score mean for FTASX?
FTASX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Fidelity Advisor Asset Manager 70% Fund Class M is a mutual fund that seeks to maximize total return over the long term by strategically allocating assets across stocks, bonds, and short-term/money …
What does Fidelity Advisor Asset Manager 70% Fund Class M do?
Fidelity Advisor Asset Manager 70% Fund Class M is a mutual fund that seeks to maximize total return over the long term by strategically allocating assets across three main categories: stocks, bonds, and short-term/money market instruments.
What are the main risks for FTASX?
The main risks for Fidelity Advisor Asset Manager 70% Fund Class M include market risk, interest rate risk, and credit risk. Market risk refers to the potential for the fund's investments to decline in value due to overall market conditions or specific events affecting individual securities.
What are the key factors to evaluate for FTASX?
Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) holds an AI score of 44/100 (low). Fidelity Advisor Asset Manager 70% Fund Class M presents a balanced investment approach by allocating assets across stocks, bonds, and short-term instruments. Not financial advice.
How frequently does FTASX data refresh on this page?
FTASX's price was last updated on Aug 20, 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 FTASX's recent stock price performance?
Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified asset allocation reduces risk. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FTASX overvalued or undervalued right now?
Fidelity Advisor Asset Manager 70% Fund Class M (FTASX) 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 FTASX before investing?
Before investing in Fidelity Advisor Asset Manager 70% Fund Class M (FTASX), 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 FTASX to a portfolio?
Key strength of Fidelity Advisor Asset Manager 70% Fund Class M (FTASX): Diversified asset allocation reduces risk. 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.
- AI analysis is pending for FTASX, which may provide further insights into its performance and risk profile.
- The information provided is based on available data and may be subject to change.