Morningstar

Fidelity Advisor Multi-Asset Income Fund - Class C FWBTX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $16.62  /  +0.12 %
  • Fund Size $3.8B
  • Adjusted Expense Ratio 1.700%
  • Net Expense Ratio 1.700%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) High/Limited
  • Investment Status Open
  • TTM Yield 2.94%
  • Turnover Ratio 225%
NAV and 1-Day Return as of

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 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.04375%

9.84 347M
Government

United States Treasury Notes 0.04125%

5.82 205M
Government

International Seaways Inc

4.51 159M
Energy

United States Treasury Bonds 0.04625%

4.44 157M
Government

United States Treasury Bonds 0.04625%

4.44 157M
Government

United States Treasury Bonds 0.05%

4.44 157M
Government

Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A

4.03 142M
Technology

DHT Holdings Inc

3.62 128M
Energy

Frontline PLC

2.72 96M
Energy

Almonty Industries Inc

2.67 94M
Basic Materials

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