Fidelity Advisor Balanced Fund (FAIOX) Research

When market conditions are neutral, this fund typically allocates around 60% of its assets to equities, with the remaining portion invested in various debt instruments. These debt holdings can include lower-rated securities, such as high-yield or "junk" bonds, which are below investment grade. Furthermore, at least a quarter of the fund's total assets are committed to senior fixed-income instruments.

Market snapshot

Symbol
FAIOX
Price
$30.01
Day change
-0.03%
Market cap
$4.6B
52-week range
26.68-31.08
Sector
Financial Services
Industry
Asset Management

Peer companies

  • SRH Total Return Fund, Inc. (BIF)
  • Columbia Global Technology Growth Fund (CTCAX)
  • Fidelity Conservative Income Municipal Bond Fund (FCRDX)
  • Fidelity Large Cap Growth Enhanced Index Fund (FLGEX)
  • Fidelity Large Cap Value Enhanced Index Fund (FLVEX)
  • Janus Henderson Mid Cap Value Fund (JMIVX)
  • Matthews Asian Growth and Income Fund (MACSX)
  • Victory Munder Mid-Cap Core Growth Fund (MGOAX)

Open Fidelity Advisor Balanced Fund (FAIOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.