Fidelity Advisor Balanced Fund Class Z (FZAAX) Research
The Fidelity Advisor Balanced Fund Class Z has a dual objective: to generate both consistent income and long-term capital growth. When operating under a neutral market outlook, the fund typically allocates approximately 60% of its portfolio to stocks and other equity holdings. The remaining assets are then invested in a variety of bonds and other debt instruments, which can include lower-rated, non-investment-grade securities commonly known as high-yield or "junk" bonds. Furthermore, a minimum of 25% of the fund's total assets must be committed to fixed-income senior securities.
Market snapshot
- Symbol
- FZAAX
- Price
- $30.02
- Day change
- -0.03%
- Market cap
- $4.6B
- 52-week range
- 26.68-31.09
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Blackrock Innovation & Growth Trust (BIGZ)
- Columbia Select Large Cap Value Fund Advisor Class (CSERX)
- Carillon Scout Mid Cap Fund Class Y (CSMZX)
- Carillon Eagle Mid Cap Growth Fund Class Y (HRAYX)
- JPMorgan U.S. Research Enhanced Equity Fund Class L (JPIEX)
- New York Community Capital Trust V BONUSES UNIT (NYCB-PU)
- PGIM Jennison Growth Fund- Class B (PJFBX)
- AB Small Cap Growth Portfolio Class K (QUAKX)
Open Fidelity Advisor Balanced Fund Class Z (FZAAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.