FAIOX Mutual Fund

NAV$29.87

Fund Essentials

Net Assets
$2.5B
Expense Ratio
0.54%
Dividend Yield (Current)
1.86%
Holdings
327
Inception Date
Jul 3, 1995
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+15.31%
1 Year+19.94%
3 Year+5.63%
5 Year+11.12%
10 Year+8.69%

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)
1.86%
Frequency
Quarterly
Latest Distribution
$0.23
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FAIOX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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FAIOX Mutual Fund Overview

FAIOX Mutual Fund (Fidelity Advisor Balanced Fund Class I) is managed by Fidelity Investments (US) with $2.53B in net assets. FAIOX expense ratio is 0.54%, holding 327 positions across various sectors. Inception date: 1995-07-03.

FAIOX performance shows a YTD return of 15.31%. The 1-year return is 19.94% and the 5-year return is 11.12%. FAIOX dividend yield stands at 1.86%, paid quarterly.

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

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