FAIGX Mutual Fund

NAV$29.57

Fund Essentials

Net Assets
$1.7B
Expense Ratio
1.03%
Dividend Yield (Current)
1.37%
Holdings
327
Inception Date
Jan 6, 1987
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+14.84%
1 Year+19.44%
3 Year+5.12%
5 Year+10.58%
10 Year+8.20%

Asset Allocation

Stocks: 63.58%
Bonds: 0.07%
Cash: 1.69%
Other: 34.66%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.37%
Frequency
Quarterly
Latest Distribution
$0.19
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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FAIGX Mutual Fund Overview

FAIGX Mutual Fund (Fidelity Advisor Balanced Fund Class M) is managed by Fidelity Investments (US) with $1.75B in net assets. FAIGX expense ratio is 1.03%, holding 327 positions across various sectors. Inception date: 1987-01-06.

FAIGX performance shows a YTD return of 14.84%. The 1-year return is 19.44% and the 5-year return is 10.58%. FAIGX dividend yield stands at 1.37%, paid quarterly.

FAIGX top holdings include a diversified portfolio. View all FAIGX holdings, sector breakdown, or dividend history.

FAIGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FAIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.