Fidelity Advisor� Balanced Fund Class T

 (MUTF:FAIGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.10%
   
1 week
   
-0.25%  
4 week   +0.98%
   
3 month   +0.67%
   
YTD   +2.96%
   
1 year   +6.80%
   
3 years*   +11.75%
   
5 years*   +11.08%
   
*annualized
Best 3 month return+20.74%  
Worst 3 month return-27.04%  

Morningstar statistics

Morningstar category: Moderate Allocation
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.00B 
Front load3.50%  
Deferred load-  
Expense ratio1.15%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.60%  
Stocks67.37%  
Bonds26.16%  
Other1.87%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$100  
19.830.00(0.00%)
Jul 31, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers.
Fund filings (PDF) »
Asset managers:
Douglas Simmons (Started: Sep 9, 2008)
Jonathan Kasen (Started: Jul 16, 2013)
Brian Lempel (Started: Apr 25, 2013)
Monty Kori (Started: Jul 16, 2013)
Pramod Atluri (Started: Feb 20, 2015)
Robert Stansky (Started: Sep 9, 2008)
Peter Saperstone (Started: Mar 25, 2011)
Robert Lee (Started: Sep 9, 2008)
Tobias Welo (Started: Nov 14, 2011)
Pierre Sorel (Started: Sep 9, 2008)
Steven Kaye (Started: Sep 9, 2008)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.31 2.75 2.29 -0.34
Beta* 1.01 1.02 0.98 1.12
Mean annual return 0.48 0.96 0.97 0.60
R-squared* 83.10 86.02 94.09 94.34
Standard deviation 6.30 5.97 8.05 11.18
Sharpe ratio 0.91 1.93 1.44 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 2.80%  
US Treasury Note 1% 2.03%  
Fidelity Cent Invt Portfolios 1.87%  
S&P500 Emini Fut Jun15 Esm5 1.51%  
Danaher Corp (DHR) 1.26%  
Bank of America Corporation (BAC) 1.20%  
Google Inc Class C Capital Stock (GOOG) 1.17%  
Citigroup Inc (C) 1.15%  
Capital One Financial Corp (COF) 1.04%  
JPMorgan Chase & Co (JPM) 1.02%