FBAQX – Fidelity Advisor® Balanced M Investment Strategy | Morningstar

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Strategy

The investment seeks both income and capital growth. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FBALX	Fidelity Balanced Fund	No Load	Open			Nov 6, 1986	$45.83B	0.460%	Low	$0	−$924.75M
FBAVX	Fidelity Advisor® Balanced Fund Class Z	Institutional	Open			Oct 18, 2024	$1.85B	0.390%	Low	$0	$180.30M
FBAUX	Fidelity Advisor® Balanced Fund Class I	Institutional	Open			Oct 18, 2024	$3.28B	0.510%	Low	$0	$33.49M
FBAQX	Fidelity Advisor® Balanced Fund Class M	Front Load	Open			Oct 18, 2024	$1.89B	1.010%	Average	$0	−$146.97M
FBAOX	Fidelity Advisor® Balanced Fund Class A	Front Load	Open			Oct 18, 2024	$3.27B	0.760%	Low	$0	$93.25M
FBARX	Fidelity Advisor® Balanced Fund Class C	Level Load	Open			Oct 18, 2024	$1.20B	1.510%	Below Average	$0	−$120.05M
FBAKX	Fidelity Balanced Fund - Class K	Retirement, Large	Open			May 9, 2008	$8.02B	0.390%	Low	$0	−$2.06B

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