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Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

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

 

Graph of Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) ManagerFund Manager - Mark Sommer

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Fidelity Investments
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Sommer is manager of New York Municipal Income Fund, which he has managed since June 2002. He also manages other Fidelity funds. Since joining Fidelity in 1992, Sommer has worked as an analyst and manager.  Get more insights on Mark Sommer

 

 

Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund Strength What we like about Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

Data for Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) as of May 30, 2016

  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) management has been with Fidelity Advisor Municipal Inc 2019 I Fund for 9.2 years
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has an annual stock turnover rate of 8.00% vs Muni National Interm average of 22.40%. It is good that Fidelity Advisor Municipal Inc 2019 I management does not trade extensively for its return.
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.55, lower than category average of 3.29
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has a lower expense ratio than its Muni National Interm average: 0.40% vs 0.80%
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) Weakness What we are cautious about Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

Data for Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) as of May 30, 2016

  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has a less-than-ideal short-term performance (1-year return 2.49% vs 4.71% Muni National Interm category median performance)
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has a less-than-ideal mid-term performance (3-year return 1.82% vs 3.10% Muni National Interm category median performance)
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has a less-than-ideal Long-term performance (5-year return 3.49% vs 4.14% Muni National Interm category median performance)
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) is less safe compared to its Muni National Interm peers
See Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) performance details as of May 30, 2016

 

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Compare Fidelity Advisor Municipal Inc 2019 I Fund (FACIX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Advisor Municipal Inc 2019 I1.022.491.823.49
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Fidelity Advisor Municipal Inc 2019 I Fund (FACIX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) Net Asset TrackingFidelity Advisor Municipal Inc 2019 I (FACIX) Fund Net Asset

Track net asset change of Fidelity Advisor Municipal Inc 2019 I fund (FACIX)

DateNet Asset
05/2016$86.61M
03/2016$87.97M
02/2016$86.36M
More historic net asset information on Fidelity Advisor Municipal Inc 2019 I Fund (FACIX)

  

Graph of Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) Portfolio TrackingFidelity Advisor Municipal Inc 2019 I (FACIX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Municipal Inc 2019 I fund (FACIX)

DateCashStockBondOther
04/20160%0%100%0%
02/20160%0%100%0%
01/20160%0%100%0%
Click here to see more historic asset allocation information on Fidelity Advisor Municipal Inc 2019 I Fund (FACIX)

 

graph of Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) Top 10 Position TrackingTop 10 Holdings in Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

Discover what Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) manager is buying

Apr 29, 2016
New Jersey Econ Dev Auth 5% [4.73%]
Broward Cnty Fla Sch Brd Ctfs Cops 5% [4.08%]
Northside Tex Indpt Sch Dist 2% [3.64%]
New York St Twy Auth 5% [3.39%]
New York N Y Go Bds 5% [2.74%]
New Jersey St Transn Tr Fd Aut Trans 5% [2.61%]
Florida St Brd Governors Fla A Rev Bd 5% [2.06%]
Miami-Dade Cnty Fla Sch Brd Ct Cops 5% [1.86%]
Grand Rapids Mich Pub Schs Go Ultd T 5% [1.8%]

Feb 28, 2016
New Jersey Econ Dev Auth 5% [4.78%]
Broward Cnty Fla Sch Brd Ctfs Cops 5% [4.11%]
Northside Tex Indpt Sch Dist 2% [3.66%]
New York St Twy Auth 5% [3.42%]
Birmingham Ala Spl Care Facs F Rev Bd 6% [3.26%]
New York N Y Go Bds 5% [2.76%]
New Jersey St Transn Tr Fd Aut Trans 5% [2.64%]
Florida St Brd Governors Fla A Rev Bd 5% [2.08%]
Miami-Dade Cnty Fla Sch Brd Ct Cops 5% [1.87%]

Jan 30, 2016
New Jersey Econ Dev Auth 5% [5.01%]
Broward Cnty Fla Sch Brd Ctfs Cops 5% [4.33%]
Northside Tex Indpt Sch Dist 2% [3.84%]
New York St Twy Auth 5% [3.6%]
New York N Y Go Bds 5% [2.9%]
New Jersey St Transn Tr Fd Aut Trans 5% [2.77%]
Florida St Brd Governors Fla A Rev Bd 5% [2.18%]
Miami-Dade Cnty Fla Sch Brd Ct Cops 5% [1.97%]
Halifax Hosp Med Ctr Fla Hosp Rev 0.21% [1.55%]
Click here for Stock Holding Change Map in Fidelity Advisor Municipal Inc 2019 I Fund (FACIX)

  

Latest News on Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

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Fidelity Advisor Municipal Inc 2019 I Fund (FACIX) Related ResourcesSee more information on Fidelity Advisor Municipal Inc 2019 I (FACIX) Fund

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