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Fidelity Advisor® Balanced Fund Class C (FABCX)

21.37
Net Asset Value
+0.52%
1 Day
+3.14%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
1.64%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities- including lower-quality debt securities (those of less than investment grade quality- also referred to as high yield debt securities or junk bonds)- when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

Performance

1 month+3.54% 3 years+8.10%
3 months+5.56% 5 years+9.77%
1 year+16.94% Since inception+4.89%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

 FABCXCategory
Performance 5-yr return+9.77%+8.03%
Expense ratio1.64%1.16%
Risk 5 year sharpe ratio1.321.18
Net assets$2.9B$3.0B
Average market cap$50.2B$63.2B
Average P/E23.321.1
Portfolio turnover86%86%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock61.99%
Fixed income30.25%
Cash4.05%
International stock3.71%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.42%
Hardware 14.33%
Industrial materials 13.37%
Energy 12.08%
Consumer goods 10.44%
Top 10 Holdings
Portfolio weighting
-- 2.43%
-- 2.16%
-- 1.91%
GOOG Google1.82%
ADSK Autodesk Inc1.76%
-- 1.68%
AMZN Amazon1.42%
BAC Bank of America1.41%
-- 1.40%
UNH UnitedHealth1.25%