Fidelity Advisor® Balanced Fund Class M (FAIGX)

20.96
Net Asset Value
0.00%
1 Day
-0.62%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
3.5
Sales Expenses
1.13%
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+0.88% 3 years+5.76%
3 months-4.79% 5 years+8.66%
1 year+7.93% Since inception+7.74%
Data through --

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

 FAIGXCategory
Performance 5-yr return+8.66%+6.55%
Expense ratio1.13%1.15%
Risk 5 year sharpe ratio1.170.93
Net assets$3.0B$3.1B
Average market cap$56.3B$67.5B
Average P/E21.620.1
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. stock61.29%
Fixed income30.26%
Cash4.71%
International stock3.76%
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
-- 2.27%
MSFT Microsoft1.96%
-- 1.96%
-- 1.88%
AMZN Amazon1.85%
GOOG Google1.81%
-- 1.52%
BAC Bank of America1.42%
UNH UnitedHealth1.23%
ADSK Autodesk Inc1.18%