Fidelity Asset Manager 40%

Fidelity Asset Manager 40% is a registered fund series of Fidelity Charles Street Trust (series S000019188). Net assets $2.6B as of 2026-03-31.

Profile

Advisers

Top holdings (34 reported)

Showing 15 of 34 holdings by value.

HoldingTickerValue% of fund
Fidelity Central Investment Portfolios II LLC$989.4M3788.45%
Fidelity Central Investment Portfolios LLC$561.2M2148.91%
Fidelity Central Investment Portfolios LLC$327.1M1252.51%
Fidelity Revere Street Trust$236.5M905.55%
Fidelity Central Investment Portfolios LLC$152.8M585.09%
Fidelity Covington Trust$50.4M192.85%
Fidelity Central Investment Portfolios II LLC$50.0M191.54%
Fidelity Covington Trust$40.1M153.45%
Fidelity Hanover Street Trust$37.4M143.39%
Fidelity Greenwood Street Trust$30.4M116.36%
Fidelity Oxford Street Trust II$29.4M112.43%
Fidelity Covington Trust$20.8M79.65%
Fidelity Central Investment Portfolios LLC$20.0M76.72%
Fidelity Covington Trust$16.2M61.94%
Fidelity Greenwood Street Trust$13.2M50.66%

Net asset history

Report dateNet assets
2026-03-31$2.6B
2025-12-31$2.6B
2025-09-30$2.4B
2025-06-30$2.3B
2025-03-31$2.2B
2024-12-31$2.3B
2024-09-30$2.3B
2024-06-30$2.2B

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