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Fidelity Advisor® Balanced I FAIOX Fund Analysis

| Analyst rating as of

Morningstar’s Fund Analysis FAIOX

Will FAIOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An Upcoming Manager Retirement at Fidelity Balanced Does Not Change Its Ratings

Analyst Note

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On July 20, 2022, Fidelity announced that Christopher Lee will succeed longtime manager Robert Stansky on Fidelity Balanced and Fidelity Advisor Balanced at year-end. While replacing Stansky’s experience is a challenge, the strategy’s distinct sleeved approach limits the damage. Both strategies retain Morningstar Analyst Ratings of Neutral across all share classes, and their underlying People Pillar ratings remain Average.

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