Fidelity Advisor Floating Fund Quote
| FFRHX Fund | USD 9.17 0.01 0.11% |
PerformanceInsignificant
| Odds Of DistressLow
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Fidelity Advisor is trading at 9.17 as of the 23rd of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.16. Fidelity Advisor has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Note, on August 20, 2024, Representative Scott Franklin of US Congress acquired under $15k worth of Fidelity Advisor Floating's common stock.
The fund invests atleast 80 percent of assets in floating rate loans, which are often lower-quality debt securities and other floating rate securities. It invests in companies in troubled or uncertain financial condition. The fund invests in money market and investment-grade debt securities and repurchase agreements. More on Fidelity Advisor Floating
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Bank Loan Funds, Bank Loan, Fidelity Investments, Large, Bank Loan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Advisor Floating [FFRHX] is traded in USA and was established 23rd of March 2025. Fidelity Advisor is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Fidelity Investments family. This fund currently has accumulated 11.14 B in assets under management (AUM) with no minimum investment requirementsFidelity Advisor Floating is currently producing year-to-date (YTD) return of 0.28% with the current yeild of 0.08%, while the total return for the last 3 years was 7.14%.
Check Fidelity Advisor Probability Of Bankruptcy
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 Floating 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 Floating Mutual Fund Constituents
| CRC | California Resources Corp | Stock | Energy |
Fidelity Advisor Top Holders
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVTTX | Evaluator Tactically Managed | Mutual Fund | Allocation--30% to 50% Equity | |
| EVCLX | Eaton Vance Municipal | Mutual Fund | Allocation--15% to 30% Equity | |
| AFLIX | Anfield Universal Fixed | Mutual Fund | Nontraditional Bond | |
| EVFCX | Evaluator Conservative Rms | Mutual Fund | Allocation--15% to 30% Equity | |
| AFLKX | Anfield Universal Fixed | Mutual Fund | Nontraditional Bond | |
| AFLEX | Anfield Universal Fixed | Mutual Fund | Nontraditional Bond | |
| FIWGX | Strategic Advisers Fidelity | Mutual Fund | Intermediate Core-Plus Bond |
Fidelity Advisor Floating Risk Profiles
| Mean Deviation | 0.0687 | |||
| Semi Deviation | 0.0402 | |||
| Standard Deviation | 0.1518 | |||
| Variance | 0.023 |
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |