Fidelity Charles Street Trust - Fidelity Asset Manager 20%(NASDAQMUTFUND) FASIX

Fidelity Asset Manager 20% is an investment fund focused on generating significant current income while also pursuing capital growth. The fund strategically allocates investments across three primary asset categories, including equities, fixed-income securities, and short-term assets.

Products and Services

• Investment in a diversified portfolio of stocks and funds
• Inclusion of lower-rated debt securities for higher yield
• Short-term and money market investments for liquidity

Growth Outlook

• Market capitalization stands at approximately $6.37 billion
• Dividend yield of 3.02% reflects strong income generation
• Stock price range between $14.07 and $14.91 indicates stability

Financial Highlights

• Recent quarterly data shows consistent performance with no significant fluctuations
• Trailing twelve months (TTM) dividend per share is $0.449
• Dividend yield TTM of 3.02% supports income-focused investment strategy

Fidelity Asset Manager 20% aims to provide investors with a balanced approach to income and growth. The fund's diversified investment strategy includes equities, which can offer capital appreciation, and fixed-income securities, which are designed to generate steady income. The inclusion of short-term assets ensures liquidity, making it an attractive option for investors seeking both stability and income. The fund's strong market capitalization and consistent dividend yield further enhance its appeal, positioning it as a viable choice for those interested in asset management.