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Fund Intelligence | Best Managers | FFRTX Insights | FFRTX Score | FFRTX Performance | FFRTX Manager | FFRTX News | FFRTX Allocation | FFRTX Holdings Change

Mutual Fund Insights: Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

In-depth Analysis of Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

Mutual fund chart: Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

3 months
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See Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) performance details as of January 31, 2010

  

    Last Trade: $9.58 on 3/19/2010, Change: +0.01 (0.1%)

  

Fund Manager - Christine McConnell

Fund Manager Tenure: 7.6 years   [Similar Funds: FFRAX  FFRBX  FFRCX  FFRHX  FFRIX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
McConnell is vice president and manager of Advisor Floating Rate High Income, which she has managed since September 2002. She also manages another Fidelity fund. McConnell joined Fidelity Investments in 1987 working as a research analyst until 1993. Since rejoining the company in 1994 she has been an equity research analyst and manager.  Get more insights on Christine McConnell

  

What we like about Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) What we like about Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

Data for Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) as of January 31, 2010

  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) management has been with Fidelity Advisor Float Rate Hi Inc T Fund for 7.6 years
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has good mid-term performance (3-year return 3.13% vs -0.58% Bank Loan category average)
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has good Long-term performance (5-year return 3.96% vs 1.82% Bank Loan category average)
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) ratio of up-years vs down years is greater than 2
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has a Morningstar rating of 4 and above
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has an annual stock turnover rate of 25.00% vs Bank Loan average of 41.17%. It is good that Fidelity Advisor Float Rate Hi Inc T management does not trade extensively for its return.
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.75, lower than category average of 14.03
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has a lower management fee than its Bank Loan average: 1.04% vs 1.36%

  

What we are cautious about Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) What we are cautious about Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

Data for Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) as of January 31, 2010

  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) has a less-than-ideal short-term performance (1-year return 21.70% vs 35.55% Bank Loan category average)
  • Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) carries a 2.75% load
See Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Bank Loan category?

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Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) Net Asset

Track net asset change of Fidelity Advisor Float Rate Hi Inc T fund (FFRTX)

DateNet Asset
01/2010$142.41M
11/2009$137.63M
10/2009$143.00M
More historic net asset information on Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

  

Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Float Rate Hi Inc T fund (FFRTX)

DateCashStockBondOther
10/200915.42%0.12%84.47%0%
07/200918.98%0.12%80.86%0.04%
04/200920.33%0.12%81.39%2.96%
Click here to see more historic asset allocation information on Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

Discover what Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX) manager is buying

31-Oct-09
Hca Inc Term B 11/17/13 [2.99%]
Charter Com Tm B 1ln Refi 3/14 [2.46%]
Community Health Tm 7/25/14 [2.37%]
Csc Hldgs Inc Term B 3/31/13 [2.03%]
Freeport-Mcmoran Copper & Gold FRN [1.55%]
Univision Com 1ln Term [1.34%]
Georgia Pac 1st Ln Trm B 12/12 [1.24%]
Nrg Energy Inc Tm Opco 2/01/13 [1.05%]
Ford Motor Term 12/15/13 [0.98%]
Celanese Hldg Term 4/02/14 [0.91%]

31-Jul-09
Fidelity Cash Central Fund [13.04%]
HCA Inc [3.26%]
Charter Com Tm B 1LN 4.9% [2.47%]
Community Health Tm 7/25/14 [2.43%]
Csc Hldgs Inc Term B 2.08% [2.09%]
Freeport-Mcmoran Copper & Gold FRN [1.45%]
Univision Comm 2.66% [1.37%]
Georgia Pac 1st Ln Trm B 12/12 [1.26%]
Nrg Energy Inc Tm Opco 2/01/13 [1.08%]
Celanese Hldg Term 4/02/14 [0.94%]

30-Apr-09
Fidelity Cash Central Fund [18.85%]
HCA INC [3.32%]
Community Health Tm 7/25/14 [2.55%]
Csc Hldgs Inc Term B 2.08% [2.45%]
Charter Com Tm B 1ln Refi 4.9% [2.44%]
Georgia Pac 1st Ln Trm B 12/12 [1.55%]
Qwest Corp Trm B 6.95% 6/30/10 [1.36%]
Nrg Energy Inc Tm Opco 2/01/13 [1.26%]
Freeport-Mcmoran Copper & Gold FRN [1.22%]
Davita Inc Term B-1 10/05/12 [1.12%]
Click here for Stock Holding Change Map in Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

  

Related books and products to Fidelity Advisor Float Rate Hi Inc T Fund (FFRTX)

  

Latest News on Fidelity Advisor Float Rate Hi Inc T (FFRTX)

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