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Domestic Hybrid Category Glossary
 
Performance | Loads and Fees  | Volatility  | Profile
 
 
  Fund Name/
Symbol/
Current Investment Style
1
3-Yr. Sharpe Ratio Year to Date Average Annual Returns  
1Yr
3Yr
5Yr
10Yr/
LOF
2
Fidelity Asset Manager 70%
FASGX
Large-Cap Growth
-0.1400 27.56 23.72 -2.96 1.53 0.84 Trade
Fidelity Asset Manager 50%
FASMX
Large-Cap Growth
-0.0900 24.98 22.46 -0.66 2.60 2.78 Trade
Fidelity Balanced
FBALX
Large-Cap Blend
-0.1400 21.23 17.88 -2.40 3.73 4.89 Trade
Fidelity Asset Manager 20%
FASIX
Large-Cap Growth
0.0300 16.97 16.42 2.12 4.34 4.58 Trade
Greenspring
GRSPX
Mid-Cap Value
0.1100 10.96 15.17 1.77 5.42 8.01 Trade
James Balanced: Golden Rainbow
GLRBX
Mid-Cap Value
0.1900 4.62 11.90 2.87 5.92 6.22 Trade
Oakmark Equity & Income I
OAKBX
Large-Cap Blend
0.1800 13.87 10.63 3.27 6.03 9.51 Trade
Janus Balanced J
JABAX
Large-Cap Growth
0.3000 18.20 21.62 4.02 6.71 4.46 Trade
Permanent Portfolio
PRPFX
Large-Cap Blend
0.4400 14.55 22.80 6.51 8.20 9.51 Trade
Fidelity Strategic Real Return
FSRRX
Mid-Cap Value
-0.1300 22.83 16.89 -0.57   0.90 Trade
  No Transaction Fee
 
Average annual total returns are historical and include change in share price and reinvestment of dividends and capital gains and the effect of any applicable sales changes.
For certain funds, certain fees may have been waived or expenses advanced during the periods shown above. Without such waivers or advance or expenses, performance figures would have been lower. The NTF symbol indicates that the fund is available without paying a transaction fee to Fidelity. See the Glossary for more information on No Transaction Fee Funds.
1 See the Glossary for more about the current investment style and the relative index. You cannot invest directly in any market index. Not all funds have a relative index. Current investment style is reflective of only the equity holdings for balanced and asset allocation funds (Domestic Hybrid).
2 Life of Fund.
 

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