Fidelity Advisor Balanced B
82 Devonshire St Boston MA 02109
Map
Phone: 877-208-0098
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 38.54M | | Year-to-Date Return: | -19.47% | | Yield: | 1.50% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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Lawrence Rakers
Lead Manager since
21-Jun-05 | | | Rakers is a vice president and portfolio manager for Fidelity Investments. He joined Fidelity as an equity research analyst in 1993. Before joining Fidelity, Rakers was a project engineer for Loral Corporation in Lexington, Massachusetts, from 1986 to 1993. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| 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
(11-Jul-08):
| 0.09 | | Last Cap Gain
(3-Oct-08):
| 0.04 | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| 71.15% |
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| Expense | FAISX | Category
Avg | | Total Expense Ratio: | 1.80%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 5.00%
| 2.75% | | 3 Yr Expense Projection*: |
$866 | $623 | | 5 Yr Expense Projection*: |
$1,175 | $950 | | 10 Yr Expense Projection*: |
$1,799 | $1,859 |
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7.87% Nasdaq 
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