Fidelity Advisor Sustainable Multi-Asset Fund - Class I
FYMIX
NASDAQ
| Weiss Ratings | FYMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FYMIX-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 | FYMIX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Advisor Sustainable Multi-Asset Fund - Class I | |||
| 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FYMIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.82% | |||
| Dividend | FYMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.81% | |||
| Asset Allocation | FYMIX-NASDAQ | Click to Compare |
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| Cash | 1.56% | |||
| Stock | 75.12% | |||
| U.S. Stock | 39.75% | |||
| Non-U.S. Stock | 35.37% | |||
| Bond | 23.16% | |||
| U.S. Bond | 21.52% | |||
| Non-U.S. Bond | 1.64% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 0.11% | |||
| Price History | FYMIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.18% | |||
| 30-Day Total Return | -2.83% | |||
| 60-Day Total Return | -4.10% | |||
| 90-Day Total Return | -1.93% | |||
| Year to Date Total Return | -1.35% | |||
| 1-Year Total Return | 20.86% | |||
| 2-Year Total Return | 23.70% | |||
| 3-Year Total Return | 42.00% | |||
| 5-Year Total Return | -- | |||
| Price | FYMIX-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 | FYMIX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.30 | |||
| 1-Month High NAV | $12.08 | |||
| 52-Week Low NAV | $9.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.39 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | FYMIX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 9.96 | |||
| Balance Sheet | FYMIX-NASDAQ | Click to Compare |
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| Total Assets | 81.14M | |||
| Operating Ratios | FYMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 33.00% | |||
| Performance | FYMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.12% | |||
| Last Bear Market Total Return | -13.09% | |||