Fidelity Advisor Balanced has ridden a persistent equity overweight to solid returns, but its risky profile and continued personnel changes keep the strategy’s Morningstar Analyst Rating at Neutral across all shares.
- NAV / 1-Day Return 23.45 / 0.89 %
- Total Assets 6.3 Bil
Adj. Expense Ratio
- Expense Ratio 1.570%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 0.29%
- Turnover 35%
Morningstar’s Analysis FABCX
Will FABCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.