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Fidelity Advisor Balanced C (FABCX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Balanced C (FABCX) Fund

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

 

Graph of Fidelity Advisor Balanced C Fund (FABCX) ManagerFund Manager - Robert Stansky

Fund Manager Information

Fund Manager Tenure: 10.8 years
Similar Funds: FABLX 
Fund Family: Fidelity Investments
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Stansky is vice president and portfolio manager, as well a group manager of VIP Contrafund Portfolio and is responsible for assignment of managers to sectors, managing daily cash flows directing risk management and overseeing in the portfolio. He will not select individual securities in the sectors. He joined Fidelity as a research analyst in 1983, and worked as a research assistant from 1984 to 1987. He also manages other Fidelity funds.  Get more insights on Robert Stansky

 

Graph of Fidelity Advisor Balanced C Fund (FABCX) ProfileFidelity Advisor Balanced C Fund (FABCX) Profile

Fund Profile and Description

Fidelity Advisor Balanced C Fund seeks income and capital growth. Fidelity Advisor Balanced C Fund normally invests at least 60% of assets in equities including the lower-quality debt securities, and the remaining assets in fixed-income securities. It usually invests at least 25% of assets in fixed-income senior securities. Fidelity Advisor Balanced C Fund invests in domestic and foreign issuers.

 

Fidelity Advisor Balanced C (FABCX) Fund Strength What we like about Fidelity Advisor Balanced C (FABCX) Fund

Data for Fidelity Advisor Balanced C Fund (FABCX) as of May 30, 2016

  • Fidelity Advisor Balanced C Fund (FABCX) management has been with Fidelity Advisor Balanced C Fund for 10.8 years
  • Fidelity Advisor Balanced C Fund (FABCX) has good short-term performance (1-year return -1.84% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Fidelity Advisor Balanced C Fund (FABCX) has good mid-term performance (3-year return 6.80% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Fidelity Advisor Balanced C Fund (FABCX) has good Long-term performance (5-year return 6.96% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Fidelity Advisor Balanced C Fund (FABCX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Balanced C Fund (FABCX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Advisor Balanced C Fund (FABCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Fidelity Advisor Balanced C Fund (FABCX) Weakness What we are cautious about Fidelity Advisor Balanced C (FABCX) Fund

Data for Fidelity Advisor Balanced C Fund (FABCX) as of May 30, 2016

  • Fidelity Advisor Balanced C Fund (FABCX) has an annual stock turnover rate of 117.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean Fidelity Advisor Balanced C is more nimble, but also signal potential high tax impact and high trading fees
  • Fidelity Advisor Balanced C Fund (FABCX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.34 that is higher than category average of 7.71
  • Fidelity Advisor Balanced C Fund (FABCX) has a higher expense ratio of 1.66% than its Allocation--50% to 70% Equity average of 0.85%
  • Fidelity Advisor Balanced C Fund (FABCX) carries a 1% load
See Fidelity Advisor Balanced C Fund (FABCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Advisor Balanced C Fund (FABCX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Balanced C2.03-1.846.806.96
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

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

 

Compare Fidelity Advisor Balanced C Fund (FABCX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Fidelity Advisor Balanced C Fund (FABCX) Net Asset TrackingFidelity Advisor Balanced C (FABCX) Fund Net Asset

Track net asset change of Fidelity Advisor Balanced C fund (FABCX)

DateNet Asset
05/2016$2.26B
03/2016$2.20B
02/2016$2.10B
More historic net asset information on Fidelity Advisor Balanced C Fund (FABCX)

  

Graph of Fidelity Advisor Balanced C Fund (FABCX) Portfolio TrackingFidelity Advisor Balanced C (FABCX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Balanced C fund (FABCX)

DateCashStockBondOther
04/20163.72%66.46%27.1%2.68%
02/20164.35%64.8%28.23%2.59%
01/20164.72%64.96%27.73%2.55%
Click here to see more historic asset allocation information on Fidelity Advisor Balanced C Fund (FABCX)

 

graph of Fidelity Advisor Balanced C Fund (FABCX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Balanced C (FABCX) Fund

Discover what Fidelity Advisor Balanced C Fund (FABCX) manager is buying

Apr 29, 2016
Fidelity Cent Invt Portfolios [2.68%]
Alphabet Inc. [2%]
Apple Inc. [1.64%]
Danaher Corporation Common Stoc [1.51%]
AMETEK, Inc. [1.47%]
US Treasury Note 1.25% [1.43%]
Roper Technologies, Inc. Common [1.33%]
Amazon.com, Inc. [1.25%]
Facebook, Inc. [1.22%]
Capital One Financial Corporati [1.14%]

Feb 28, 2016
Fidelity Cent Invt Portfolios [2.59%]
Alphabet Inc. [2.08%]
US Treasury Note 0.875% [1.68%]
Danaher Corporation Common Stoc [1.47%]
Roper Technologies, Inc. Common [1.45%]
AMETEK, Inc. [1.42%]
Apple Inc. [1.35%]
Facebook, Inc. [1.16%]
Capital One Financial Corporati [1.08%]
Amazon.com, Inc. [1.05%]

Jan 30, 2016
Fidelity Cent Invt Portfolios [2.55%]
Alphabet Inc. [2.17%]
US Treasury Note 0.875% [1.65%]
S&P500 Emini Fut Mar16 Esh6 [1.62%]
Danaher Corporation Common Stoc [1.57%]
Apple Inc. [1.46%]
Roper Technologies, Inc. Common [1.45%]
AMETEK, Inc. [1.35%]
Facebook, Inc. [1.21%]
Capital One Financial Corporati [1.06%]
Click here for Stock Holding Change Map in Fidelity Advisor Balanced C Fund (FABCX)

  

Latest News on Fidelity Advisor Balanced C (FABCX) Fund

See what is happening with Fidelity Advisor Balanced C Fund (FABCX)

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Fidelity Advisor Balanced C Fund (FABCX) Related ResourcesSee more information on Fidelity Advisor Balanced C (FABCX) Fund

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