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Fidelity Advisor Balanced A Fund (FABLX)

Fund performance review and position details on Fidelity Advisor Balanced A Fund (FABLX)

    Last Trade: $ on , Change: (0%)

Fidelity Advisor Balanced A Fund (FABLX) HighlightFidelity Advisor Balanced A Fund (FABLX) Fund Summary

Fidelity Advisor Balanced A Fund (FABLX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: Fidelity Investments
Net Asset: $2.26B
Yield: 1.11%
Year-to-Date Return: 2.29%
Morningstar rating: 3

 

Fidelity Advisor Balanced A Fund (FABLX) CostFidelity Advisor Balanced A Fund (FABLX) Cost

Fidelity Advisor Balanced A Fund (FABLX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Allocation--50% to 70% Equity average): 0.90% (0.85%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 117.00%

 

Fidelity Advisor Balanced A Fund (FABLX) PerformanceFidelity Advisor Balanced A Fund (FABLX) Performance

Most current Fidelity Advisor Balanced A Fund (FABLX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 1.03% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 7.30% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -1.14% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 7.61% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 7.77% (5.94%)
Number of Years of positive return: 15 years
Number of Years of negative return: 4 years
3 year Alpha (Allocation--50% to 70% Equity category average): 2.22 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 1.13 (1.03)
3 year Sharpe Ratio: 0.91
3 year Treynor: 6.66

Fidelity Advisor Balanced A Fund (FABLX) topholdingTop Stock Holdings in Fidelity Advisor Balanced A Fund (FABLX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Fidelity Cent Invt Portfolios2.68%N/A
Alphabet Inc.2%0.00%
Apple Inc.1.64%0.00%
Danaher Corporation Common Stoc1.51%0.00%
AMETEK, Inc.1.47%0.00%
US Treasury Note 1.25%1.43%N/A
Roper Technologies, Inc. Common1.33%0.00%
Amazon.com, Inc.1.25%0.00%
Facebook, Inc.1.22%0.00%
Capital One Financial Corporati1.14%0.00%
*Note: The price change will reset to 0 after the midnight

 

Fidelity Advisor Balanced A Fund (FABLX) Portfolio AllocationFidelity Advisor Balanced A Fund (FABLX) Fund Portfolio Allocation

Fidelity Advisor Balanced A Fund (FABLX) Fund Portfolio Allocation data as of 04/2016

Stock66.46%
Bond27.1%
Cash3.72%
Other2.68%

 

Fidelity Advisor Balanced A Fund (FABLX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Fidelity Advisor Balanced A-1.147.617.77
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Fidelity Advisor Balanced A Fund (FABLX) PerformanceOther Financial Data Web Sites on Fidelity Advisor Balanced A Fund (FABLX)

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Fidelity Advisor Balanced A Fund (FABLX) Related ResourcesSee more information on Fidelity Advisor Balanced A (FABLX) Fund

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