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Fidelity Multi-asset Income Fund (FMSDX)

US Funds

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14.390 +0.130 +0.91%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.25B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Asset Class: Equity

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FMSDX Overview

On this page you'll find an in-depth profile of Fidelity Multi-asset Income Fund. Learn about the key management, total assets, investment strategy and contact information of FMSDX among other information.

Investment Strategy

The investment seeks to provide a combination of income and capital appreciation. The fund normally invests primarily in income producing securities of all types. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada

Phone 416-307-5200

Fax 1-800-387-8092

Web www.institutional.fidelity.com

Top Executives

Name	Title	Since	Until
Ramona Persaud	Portfolio Manager	2017	Now
Biography	Ramona Persaud joined Fidelity Investments in 2003, since then she has worked as a research analyst and portfolio manager.
Adam Kramer	-	2015	Now
Biography	Adam Kramer is a portfolio manager in the High Income and Alternatives division at Fidelity Investments (“Fidelity”). In this role, he manages several multi-asset income funds and manages opportunistic high-yield bond strategies for institutional investors as well as a high-income fund available exclusively to Canadian investors. Mr. Kramer began working full time at Fidelity in 2000 as a research analyst and has since covered a variety of industries.
Ford E. O'Neil	Portfolio Manager	2015	Now
Biography	Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
James Morrow	Portfolio Manager	2015	2017
Biography	Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo).
Matthew W. Fruhan	Portfolio Manager	2017	2017
Biography	Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Multi-As.	14.390	+0.130	+0.91%