Fidelity Advisor Balanced Fund (FZAAX.O)

At A Glance

You hold FZAAX.O in 0 portfolios

Net Asset Value

24.85USD

 0.02 +0.08%

10/16/2020

Category
Mixed Equity
YTD Return (Cumulative)
 13.23%
Classification
Mix Tgt All Mod
5 Year Return (Annualized)
 11.26%
Manager Benchmark
Lipper M-A Tgt All Md IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since July, 2013 »

 FZAAX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyFidelity Management & Research Company
Inception Date08/13/2013
Portfolio Turnover57%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Fidelity Management & Research Company
245 Summer Street
Boston, MA 02210

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.48%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks both income and growth of capital. The Fund invests approximately 60% of assets in stocks and other equity securities and at least 25% of its assets in fixed-income senior securities. With respect to equity investments, the Fund emphasizes above-average income-producing securities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
530
Consistent Return
 
529
Capital Preservation
 
4538
Low Expense
 
288
Tax Efficiency (U.S. only)
 
531

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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