Fidelity Advisor Balanced Fund Class A

Frequently Asked Questions About FABLX

What does FABLX invest in?

The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

What is the expense ratio of FABLX?

Fidelity Advisor Balanced Fund Class A (FABLX) charges an expense ratio of 0.27%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FABLX?

Fidelity Advisor Balanced Fund Class A (FABLX) manages $99.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FABLX actively managed or an index fund?

FABLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FABLX launched?

Fidelity Advisor Balanced Fund Class A (FABLX) launched in December 1993 and is managed by Fidelity.

How has FABLX performed?

FABLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.