Fidelity Advisor Balanced Fund Quote
Fidelity Advisor is trading at 29.21 as of the 19th of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 29.21. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
Fidelity Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Fidelity Advisor Balanced [FABLX] is traded in USA and was established 19th of January 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 3.44 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Balanced is currently producing year-to-date (YTD) return of 1.32% with the current yeild of 0.01%, while the total return for the last 3 years was 5.02%.
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Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Advisor Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Advisor Balanced Mutual Fund Constituents
| ATVI | Activision Blizzard | Stock | Communication Services | |
| C | Citigroup | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials |
Fidelity Advisor Balanced Risk Profiles
| Mean Deviation | 0.1421 | |||
| Semi Deviation | 0.0712 | |||
| Standard Deviation | 0.2569 | |||
| Variance | 0.066 |
Fidelity Advisor Against Markets
Fidelity Advisor Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Fidelity Advisor mutual fund to make a market-neutral strategy. Peer analysis of Fidelity Advisor could also be used in its relative valuation, which is a method of valuing Fidelity Advisor by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Advisor financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Advisor security.
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