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Fidelity Advisor Balanced Z (FBAVX)

32.70 -2.85 (-8.02%)
At close: 8:10:13 AM EDT
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  • Previous Close 35.55
  • YTD Return 10.54%
  • Expense Ratio 0.39%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 65.34B
  • Beta (5Y Monthly) 0.94
  • Yield 1.61%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.27
  • Inception Date May 9, 2008

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 (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

65.34B

Net Assets

2008-05-09

Inception Date

Performance Overview

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Trailing returns as of 10/8/2026. Category is Allocation--50% to 70% Equity.

YTD Return

FBAVX
10.54%
Category
9.69%

1-Year Return

FBAVX
13.84%
Category
27.06%

3-Year Return

FBAVX
17.56%
Category
11.00%

5-Year Return

FBAVX
9.44%
Category
10.26%

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