Fidelity Advisor Multi Asset Fund Quote
| FMSDX Fund | USD 14.85 0.06 0.41% |
PerformanceVery Strong
| Odds Of DistressLow
|
Fidelity Advisor is trading at 14.85 as of the 19th of July 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 14.79. Fidelity Advisor has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests primarily in income producing securities of all types. It allocates the funds assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities , floating rate securities, and convertible securities.. More on Fidelity Advisor Multi Asset
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
Fidelity Advisor Multi Asset [FMSDX] is traded in USA and was established 19th of July 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 2.08 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Multi is currently producing year-to-date (YTD) return of 7.0% with the current yeild of 0.04%, while the total return for the last 3 years was 10.45%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Advisor Multi Asset Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Advisor Multi Asset Mutual Fund Constituents
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| STNG | Scorpio Tankers | Stock | Energy | |
| SPG | Simon Property Group | Stock | Real Estate | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| FDX | FedEx | Stock | Industrials |
Fidelity Advisor Multi Risk Profiles
| Mean Deviation | 0.4061 | |||
| Standard Deviation | 0.5432 | |||
| Variance | 0.2951 | |||
| Downside Variance | 0.3432 |
Fidelity Advisor Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Advisor financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Advisor security.
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