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Fidelity Advisor Sust Core Plus Bond I (FIALX)

9.23
-0.02
(-0.22%)
As of 8:05:47 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.40%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return (May 2, 2025) 6.57%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 6.57%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIALX
Category
YTD
3.04%
-0.61%
1-Month
0.32%
0.77%
3-Month
2.26%
1.99%
1-Year
8.00%
3.06%
3-Year
2.13%
5.69%
5-Year
0.00%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
6.66%
4.61%
Last Bear Market
-2.09%
1.87%

Annual Total Return (%) History

Year
FIALX
Category
2025
--
--
2024
1.64%
--
2023
6.57%
--
2022
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.71% -- -- --
2024 -0.55% 0.15% 5.15% -2.95%
2023 3.25% -0.39% -3.10% 6.93%
2022 -4.18% 1.74% -- --

Rank in Category (By Total Return)

YTD 38
1-Month 32
3-Month 47
1-Year 55
3-Year 57
5-Year --

Load Adjusted Returns

1-Year 8.00%
3-Year 2.13%
5-Year --
10-Year --

Performance & Risk

YTD Return 2.40%
5y Average Return 0.00%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Fidelity Investments
Net Assets 41.59M
YTD Return 3.04%
Yield 3.97%
Morningstar Rating
Inception Date Apr 13, 2022

Fund Summary

The fund normally invests at least 80% of assets in debt securities of all types that Fidelity Management & Research Company LLC (FMR) (the Adviser) believes have positive environmental, social and governance (ESG) characteristics and repurchase agreements for those securities. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The advisor allocates assets across different asset classes, market sectors, and maturities.

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