Fidelity Advisor Floating Fund Quote

FFRHX Fund  USD 9.32  0.01  0.11%   

Performance

23 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 14

 
High
 
Low
Low
Fidelity Advisor is trading at 9.32 as of the 25th of November 2024; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.31. Fidelity Advisor has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Note, on August 20, 2024, Representative C Scott Franklin of US Congress acquired under $15k worth of Fidelity Advisor Floating's common stock.
The fund invests atleast 80 percent of assets in floating rate loans, which are often lower-quality debt securities and other floating rate securities. It invests in companies in troubled or uncertain financial condition. The fund invests in money market and investment-grade debt securities and repurchase agreements. More on Fidelity Advisor Floating

Moving together with Fidelity Mutual Fund

  0.83FPURX Fidelity PuritanPairCorr
  0.83FPUKX Fidelity PuritanPairCorr
  0.61FQIPX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.77FQITX Fidelity Salem StreetPairCorr
  0.46FRAMX Fidelity Income ReplPairCorr
  0.44FRIMX Fidelity Income ReplPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Funds, Bank Loan Funds, Bank Loan, Fidelity Investments, Large, Bank Loan (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndOctober
Fidelity Advisor Floating [FFRHX] is traded in USA and was established 25th of November 2024. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Fidelity Investments family. This fund currently has accumulated 11.14 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Floating is currently producing year-to-date (YTD) return of 7.6% with the current yeild of 0.08%, while the total return for the last 3 years was 6.47%.
Check Fidelity Advisor Probability Of Bankruptcy

Instrument Allocation

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 Floating 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 Floating Mutual Fund Constituents

Fidelity Advisor Top Holders

EVFTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
EVTTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
EVCLXEaton Vance MunicipalMutual FundAllocation--15% to 30% Equity
AFLIXAnfield Universal FixedMutual FundNontraditional Bond
EVFCXEvaluator Conservative RmsMutual FundAllocation--15% to 30% Equity
AFLKXAnfield Universal FixedMutual FundNontraditional Bond
AFLEXAnfield Universal FixedMutual FundNontraditional Bond
FIWGXStrategic Advisers FidelityMutual FundIntermediate Core-Plus Bond
More Details

Fidelity Advisor Floating Risk Profiles

Fidelity Advisor Against Markets

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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