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Fidelity Advisor Multi-Asset Income C (FWBTX)

13.90
0.00
(0.00%)
At close: May 23 at 8:04:17 PM EDT
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  • Previous Close 13.90
  • YTD Return -2.07%
  • Expense Ratio 1.84%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.74B
  • Beta (5Y Monthly) 0.78
  • Yield 2.90%
  • 5y Average Return --
  • Holdings Turnover 230.00%
  • Last Dividend 0.12
  • Inception Date Sep 9, 2015

The fund normally invests primarily in income producing securities of all types. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.

Fidelity Investments

Fund Family

Allocation--30% to 50% Equity

Fund Category

2.74B

Net Assets

2015-09-09

Inception Date

Performance Overview: FWBTX

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Trailing returns as of 5/22/2025. Category is Allocation--30% to 50% Equity.

YTD Return

FWBTX
2.07%
Category
5.91%
 

1-Year Return

FWBTX
5.00%
Category
18.59%
 

3-Year Return

FWBTX
3.61%
Category
8.56%
 

5-Year Return

FWBTX
7.60%
Category
7.44%
 

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Holdings: FWBTX

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Sector Weightings

SectorFWBTX
Energy   20.51%
Technology   14.36%
Industrials   11.20%
Utilities   7.68%
Real Estate   6.14%
Healthcare   6.09%

Recent News: FWBTX

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Research Reports: FWBTX

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