Fidelity Advisor Balanced T
82 Devonshire St Boston MA 02109
Map
Phone: 877-208-0098
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 624.89M | | Year-to-Date Return: | 20.32% | | Yield: | 1.69% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jan-87 |
|
Ford G. O'Neil
Lead Manager since
30-Sep-01 | | | Ford O'Neil joined Fidelity Investments in 1990. In total, he manages more than $6.7 billion in assets for Fidelity. Mr. O'Neil is a Harvard graduate and has an MBA from the Wharton School at the University of Pennslvania. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks income and capital growth. The fund normally invests at least 60% of assets in equities including the lower-quality debt securities, and the remaining assets in fixed-income securities. It usually invests at least 25% of assets in fixed-income senior securities. The fund may invest in foreign securities. |
| Last Dividend
(2-Oct-09):
| 0.05 | | Last Cap Gain
(3-Oct-08):
| 0.05 | | Annual Holdings Turnover
| 215.00% | | Average for Category:
| 81.32% |
|
| Expense | FAIGX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.02% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 745 | $631 | | 5 Yr Expense Projection*: |
$ 1,033 | $951 | | 10 Yr Expense Projection*: |
$ 1,852 | $1,858 |
|
|
0.18% Nasdaq 
0.42%
Profile
