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Fidelity Multi-asset Income Fund (FMSDX)

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14.390 +0.130    +0.91%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.25B
Fidelity Multi-Asset Income Fund 14.390 +0.130 +0.91%

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.
Category

Allocation--30% to 50% Equity

Total Assets

1.25B

Expenses

0.69%

Inception Date

Mar 28, 2018

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

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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