Morningstar

Fidelity Advisor Multi-Asset Income Fund - Class C FWBTX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.94  /  +0.13 %
  • Total Assets 3.5B
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.68%
  • Turnover 225%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FWBTX

Will FWBTX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWBTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWBTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FWBTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Multi-Asset Income C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FWBTX

More FWBTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 0.0475%

6.24 222M
Government

United States Treasury Notes 0.04375%

6.22 221M
Government

Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A

3.78 135M
Technology

International Seaways Inc

3.56 127M
Energy

DHT Holdings Inc

3.19 114M
Energy

Alphabet Inc Class A

2.89 103M
Communication Services

NVIDIA Corp

2.78 99M
Technology

Amazon.com Inc

2.71 96M
Consumer Cyclical

Almonty Industries Inc

2.53 90M
Basic Materials

United States Treasury Bonds 0.05%

2.52 90M
Government

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