Nasdaq - Delayed Quote ? USD
Fidelity Advisor Balanced Z (FZAAX)
At close: 8:01 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
- Securities America Advisors
- Securities America Inc.
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 8.95B |
| YTD Return | 13.49% |
| Yield | 1.70% |
| Morningstar Rating | |
| Inception Date | Jul 03, 1995 |
Performance & Risk
| YTD Return | 12.82% |
| 5y Average Return | 11.67% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
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