Fidelity Asset Manager 50% Q1 2025 Commentary

2025-05-08 00:55:00 ET

Summary

• Fidelity Asset Manager Funds are all-in-one investment strategies delivering broad, diversified asset-class exposure aligned with client risk objectives.
• The Funds leverage asset-class investment specialists to incorporate investment and research expertise from across the Fidelity organization.
• Risk assets, aside from U.S. equities, largely fared well in the first quarter of 2025, despite uncertainty stemming from shifting policy priorities, especially related to trade and tariffs.

Investment Approach

• Fidelity Asset Manager® Funds are all-in-one investment strategies delivering broad, diversified asset-class exposure aligned with client risk objectives.
• Each of the seven Asset Manager Funds is named for its neutral strategic allocation to stocks, ranging from conservative (20%) to aggressive growth (85%).
• The Funds leverage asset-class investment specialists to incorporate investment and research expertise from across the Fidelity organization.
• Assets are divided among several specialized Fidelity central funds, and the managers of these underlying funds seek to add value chiefly through security selection.
• In making asset allocation decisions for the Funds, the lead portfolio managers have the flexibility to make moderate tactical shifts around target mixes – including investing in "extended" asset classes – to capitalize on changing market conditions.
• Our disciplined approach to risk management affects all aspects of the investment process.

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