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Fidelity Advisor Asset Manager 20% Z FIKVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FIKVX

Will FIKVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIKVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIKVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FIKVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new leadership.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Despite changes to the management roster, the ongoing presence of an experienced manager and supporting teams helps to ensure continuity at Fidelity Asset Manager portfolio series.

by Nour Al Twal
Rated on Published on

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