Fidelity Advisor Sustainable Multi-Asset Fund - Class A
FYMAX
NASDAQ
| Weiss Ratings | FYMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FYMAX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Bruno Weinberg Crocco (4), Finola McGuire Foley (4) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FYMAX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Advisor Sustainable Multi-Asset Fund - Class A | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 10, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | FYMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.42% | |||
| Dividend | FYMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | FYMAX-NASDAQ | Click to Compare |
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| Cash | 1.34% | |||
| Stock | 77.32% | |||
| U.S. Stock | 41.99% | |||
| Non-U.S. Stock | 35.33% | |||
| Bond | 21.26% | |||
| U.S. Bond | 19.85% | |||
| Non-U.S. Bond | 1.41% | |||
| Preferred | 0.01% | |||
| Convertible | 0.04% | |||
| Other Net | 0.03% | |||
| Price History | FYMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.63% | |||
| 30-Day Total Return | 1.74% | |||
| 60-Day Total Return | 3.29% | |||
| 90-Day Total Return | 10.29% | |||
| Year to Date Total Return | 8.79% | |||
| 1-Year Total Return | 22.03% | |||
| 2-Year Total Return | 31.32% | |||
| 3-Year Total Return | 49.84% | |||
| 5-Year Total Return | -- | |||
| Price | FYMAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FYMAX-NASDAQ | Click to Compare |
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| Nav | $12.86 | |||
| 1-Month Low NAV | $12.53 | |||
| 1-Month High NAV | $13.01 | |||
| 52-Week Low NAV | $10.85 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $13.01 | |||
| 52-Week High Price (Date) | Jun 15, 2026 | |||
| Beta / Standard Deviation | FYMAX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 10.82 | |||
| Balance Sheet | FYMAX-NASDAQ | Click to Compare |
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| Total Assets | 95.16M | |||
| Operating Ratios | FYMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.73% | |||
| Turnover Ratio | 33.00% | |||
| Performance | FYMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.50% | |||
| Last Bear Market Total Return | -13.09% | |||