Note: The following information has not been updated by the vendor since 10/23/20.
Address: | 82 Devonshire Street |
Boston, MA 02109 | |
Phone # for sales: | 800 343 3548 |
Website: | www.fidelity.com |
Click link to request additional product information. |
Fund | Expenses | Performance | Additional Comments
Fund TOP |
Fund name: Fidelity Advisor Balanced B |
Symbol: FAISX |
Portfolio contains these types of investments: FNMA 6.5% Microsoft General Elec MCI WorldCom American Express Exxon US Treasury Note 5.875% AT & T Freddie Mac Motorola |
Minimum Investment: $2,500 |
1-Year Profit Projection: N/A |
Brief fund description: Fidelity Advisor Balanced Fund - Class B seeks income and capital growth. The fund normally invests at least 60% of assets in equities, and the remaining assets in fixed-income securities. It must invest at least 25% of assets in fixed-income senior securities. It may invest in foreign securities. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads and higher 12b-1 fees; T shares have lower front loads and higher 12b-1 fees than A shares; Institutional shares are for institutional investors. |
|
Annual expense ratio: 1.68 |
Tax Efficiency: N/A |
Load Type:
|
Load Percentage: 5.0 |
|
Performance 3 Months: -1.0 |
Performance Year to Date: -0.8 |
Performance 12 Months: -1.6 |
Performance 3 Years: 8.15 |
Performance 5 Years: N/A |
|
Fund Features: N/A |
Fund Strategy: N/A |
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