FBAHX Mutual Fund

FBAHX Mutual Fund (Fidelity Advisor Tactical Bond Fund Class I) is managed by Fidelity Investments (US) with $3.1M in net assets. FBAHX expense ratio is 0.71%, holding 95 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2022-02-10.

FBAHX performance shows a YTD return of -0.06%. The 1-year return is 3.19%. FBAHX dividend yield stands at 4.35%, paid monthly.

FBAHX top holdings include United States Treasury Note/Bondus Treasury N/B (12.1%), Treasury Bond 4 08/15/2053 (10.7%), High Income Cf (10.3%), Fidelity International Credit Central Fund (10.3%), Fidelity Floating Rate Central Fund (10.2%). Go to all FBAHX holdings, FBAHX sectors, or FBAHX dividends.

FBAHX can be compared against other funds. Use FBAHX overlap to find shared positions, or FBAHX vs another fund for a side-by-side view. FBAHX alternatives are available via the screener, along with tax-loss harvesting opportunities.