Fidelity Advisor Balanced Fund Class A
FABLX
NASDAQ- -
USD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 2210
- IPO Date
- Dec 31, 1993
- CIK
- 0000722574
- Similar Companies
- Business
- Fidelity Advisor Balanced Fund Class A (FABLX) is a mutual fund offered by Fidelity Investments that seeks both income and capital growth by investing approximately 60% of assets in stocks and other equity securities, including large-cap domestic and international equities managed by sector-specialist portfolio managers, and the remainder primarily in high-quality fixed-income securities such as U.S. government, agency, and corporate bonds, with at least 25% of total assets in fixed-income senior securities and opportunistic allocations to lower-quality debt when market outlook warrants; it emphasizes disciplined asset allocation targeting a 60/40 equity/fixed-income mix to provide capital appreciation, income generation, and volatility mitigation. The fund features multiple share classes including Retail (FBALX), Class A (FBAOX/FABLX), Class C (FBARX), Class M (FBAQX), Class I (FBAUX), and Class Z (FBAVX), catering to retail and institutional investors with varying fee structures and minimums. Fidelity Investments, founded in 1946 and headquartered at 245 Summer Street in Boston, Massachusetts, manages the fund as part of its broad mutual fund lineup serving individual, retirement, and institutional clients globally, with primary operations in the United States. Recent portfolio management changes include the addition of Matthew Reed and Samuel Wald effective November 18, 2025, to comanage the financials and real estate equity sleeves alongside Pierre Sorel, who transitioned to Chief Investment Officer of Fidelity Asset Management Solutions on December 29, 2025, while remaining a comanager until February 1, 2026; these adjustments maintain continuity with experienced Fidelity managers amid typical sector turnover. The fund, with inception on November 6, 1986 (portfolio level) and Class A shares launched around 1993-1994, reported approximately $9.12 billion in net assets under management as of late 2025 within the broader Fidelity Balanced family totaling over $60 billion, reflecting strong scale in the moderate allocation category. For the fiscal year ending August 31, 2025, Class I shares delivered 11.22% returns, outperforming the 60/40 Fidelity Balanced Hybrid Composite Index benchmark amid favorable equity markets and credit spread tightening.