Fidelity Advisor Balanced Fund Quote
| FAIOX Fund | USD 30.01 0.00 0.00% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Fidelity Advisor is trading at 30.01 as of the 30th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 30.01. Fidelity Advisor has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Fidelity Advisor Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests approximately 60 percent 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 percent of total assets in fixed-income senior securities.. More on Fidelity Advisor Balanced
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Advisor Balanced [FAIOX] is traded in USA and was established 30th of November 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 3.44 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Balanced is currently producing year-to-date (YTD) return of 17.97% with the current yeild of 0.02%, while the total return for the last 3 years was 5.63%.
Check Fidelity Advisor Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Advisor Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Advisor Balanced Mutual Fund Constituents
| ATVI | Activision Blizzard | Stock | Communication Services | |
| C | Citigroup | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials |
Fidelity Advisor Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation |
Fidelity Advisor Balanced Risk Profiles
| Mean Deviation | 0.2464 | |||
| Semi Deviation | 0.2817 | |||
| Standard Deviation | 0.386 | |||
| Variance | 0.149 |
Fidelity Advisor Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Advisor financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Advisor security.
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