Fund |
Fund name: Fidelity Advisor Balanced C
|
Symbol: FABCX
|
Portfolio contains these types of investments:
FNMA 6.5% Microsoft General Elec MCI WorldCom American Express Exxon US Treasury Note 5.875% AT & T Freddie Mac Motorola
|
Minimum Investment: $2,500
|
1-Year Profit Projection: N/A
|
Brief fund description:
Fidelity Advisor Balanced Fund - Class C seeks income and capital growth. The fund normally invests at least 60% of assets in equities, and the remaining assets in fixed-income securities. It must invest at least 25% of assets in fixed-income senior securities. It may invest in foreign securities. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads and higher 12b-1 fees; T shares have lower front loads and higher 12b-1 fees than A shares; Institutional shares are for institutional investors.
|
|
|
Expenses
|
Annual expense ratio: 1.65
|
Tax Efficiency: N/A
|
Load Type:
|
Load Percentage: 1.0
|
|
|
Performance
|
Performance 3 Months: -1.0
|
Performance Year to Date: -0.9
|
Performance 12 Months: -1.6
|
Performance 3 Years: N/A
|
Performance 5 Years: N/A
|
|
|
Additional Comments
|
Fund Features:
N/A
|
Fund Strategy:
N/A
|