MyPlanIQ Fidelity Advisor Funds Select Class A Plan

Fidelity Advisor Funds Select Class A Plan

This Plan is unrated.
Investment Options
Total Available Funds: 52
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Markets A
DIVERSIFIED EMERGING MKTS FTEDX Fidelity Advisor Total Emerg Mkts A
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
Global Real Estate FIRAX Fidelity Advisor Intl Real Estate A
REAL ESTATE FRINX Fidelity Advisor Real Estate Income A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX Fidelity Advisor Intl Small Cap A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
WORLD STOCK FGEAX Fidelity Advisor Global Capital Apprec A
Others
Conservative Allocation FSRAX Fidelity Advisor Strategic Real Return A
Utilities FUGAX Fidelity Advisor Utilities A
Health FACDX Fidelity Advisor Health Care A
Total Available Funds: 52
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Markets A
DIVERSIFIED EMERGING MKTS FTEDX Fidelity Advisor Total Emerg Mkts A
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A
Global Real Estate FIRAX Fidelity Advisor Intl Real Estate A
REAL ESTATE FRINX Fidelity Advisor Real Estate Income A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX Fidelity Advisor Intl Small Cap A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
WORLD STOCK FGEAX Fidelity Advisor Global Capital Apprec A
Foreign Large Blend FAOAX Fidelity Advisor Overseas A
Foreign Large Value FIVMX Fidelity Advisor International Value A
FOREIGN SMALL/MID GROWTH FOPAX Fidelity Advisor Intl Sm Cap Opp A
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Foreign Large Blend FTAEX Fidelity Advisor Total Intl Equity A
Foreign Large Growth FIAGX Fidelity Advisor International Growth A
EUROPE STOCK FAEAX Fidelity Advisor Europe Cap Apprec A
Others
Conservative Allocation FSRAX Fidelity Advisor Strategic Real Return A
Utilities FUGAX Fidelity Advisor Utilities A
Health FACDX Fidelity Advisor Health Care A
Consumer Defensive FDAGX Fidelity Advisor Consumer Staples A
Convertibles FACVX Fidelity Advisor Convertible Secs A
FIXED INCOME
Bank Loan FFRAX Fidelity Advisor Floating Rate Hi Inc A
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
High Yield Bond FAHDX Fidelity Advisor High Income Advantage A
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A
Intermediate-Term Bond FDIAX Fidelity Advisor Intermediate Bond A
Intermediate-Term Bond FMGAX Fidelity Advisor Mortgage Securities A
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A
WORLD BOND FGBZX Fidelity Global Bond A
High Yield Bond FGHAX Fidelity Advisor Global High Income A
Intermediate Government FVIAX Fidelity Advisor Government Income A
Intermediate-Term Bond FCBAX Fidelity Advisor Corporate Bond A
Short-Term Bond FSFAX Fidelity Advisor Short Fxd-Inc A
WORLD BOND FINWX Fidelity International Bond A
Inflation-Protected Bond FIPAX Fidelity Advisor Infl-Prot Bond A
High Yield Bond FHIAX Fidelity Advisor High Income A
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A
LARGE BLEND FALAX Fidelity Advisor Large Cap A
LARGE BLEND FADAX Fidelity Advisor Dividend Growth A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE BLEND FDTOX Fidelity Advisor Diversified Stock A
Small Growth FCAGX Fidelity Advisor Small Cap Growth A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE VALUE FEIAX Fidelity Advisor Equity Income A
LARGE BLEND FAVAX Fidelity Advisor Equity Value A
LARGE GROWTH FAGAX Fidelity Advisor Growth Opportunities A
LARGE BLEND FGIRX Fidelity Advisor Growth & Income A
MID-CAP VALUE FMPAX Fidelity Advisor Mid Cap Value A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A
LARGE BLEND FGTAX Fidelity Advisor Mega Cap Stock A
Total Available Funds: 52
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Markets A 51% 1 60 0 2.12% 1.26%
DIVERSIFIED EMERGING MKTS FTEDX Fidelity Advisor Total Emerg Mkts A 40% 1 60 0 1.1% 2.97%
REAL ESTATE
REAL ESTATE FHEAX Fidelity Advisor Real Estate A 90% 1 60 0 1.07% 2.04%
Global Real Estate FIRAX Fidelity Advisor Intl Real Estate A 38% 1 60 0 0.95% 1.59%
REAL ESTATE FRINX Fidelity Advisor Real Estate Income A 20% 1 60 0 0.71% 4.72%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX Fidelity Advisor Intl Small Cap A 57% 1 60 0 1.29% 1.76%
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A 49% 1 60 0 0.99% 1.59%
WORLD STOCK FGEAX Fidelity Advisor Global Capital Apprec A 46% 1 60 0 1.55% 6.58%
Foreign Large Blend FAOAX Fidelity Advisor Overseas A 45% 1 60 0 2.16% 0.78%
Foreign Large Value FIVMX Fidelity Advisor International Value A 43% 1 60 0 1.55% 1.92%
FOREIGN SMALL/MID GROWTH FOPAX Fidelity Advisor Intl Sm Cap Opp A 42% 1 60 0 1.08% 3.6%
Foreign Large Blend FDVAX Fidelity Advisor Diversified Intl A 38% 1 60 0 0.91% 4.07%
WORLD STOCK FWAFX Fidelity Advisor Worldwide A 35% 1 60 0 1.47% 0.71%
Foreign Large Blend FTAEX Fidelity Advisor Total Intl Equity A 33% 1 60 0 1.55% 1.13%
Foreign Large Growth FIAGX Fidelity Advisor International Growth A 30% 1 60 0 0.89% 0.2%
EUROPE STOCK FAEAX Fidelity Advisor Europe Cap Apprec A 0% 1 60 0 1.45% 0.94%
Others
Conservative Allocation FSRAX Fidelity Advisor Strategic Real Return A 82% 1 60 0 0.7% 4.97%
Utilities FUGAX Fidelity Advisor Utilities A 78% 1 60 0 0.76% 3.37%
Health FACDX Fidelity Advisor Health Care A 73% 1 60 0 1.72% 0%
Consumer Defensive FDAGX Fidelity Advisor Consumer Staples A 69% 1 60 0 1.01% 5.41%
Convertibles FACVX Fidelity Advisor Convertible Secs A 24% 1 60 0 0.72% 2.11%
FIXED INCOME
Bank Loan FFRAX Fidelity Advisor Floating Rate Hi Inc A 73% 1 60 0 0.97% 8.3%
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 1 60 0 0.97% 4.27%
High Yield Bond FAHDX Fidelity Advisor High Income Advantage A 52% 1 60 0 0.75% 5.1%
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A 52% 1 60 0 0.5% 4.01%
Intermediate-Term Bond FDIAX Fidelity Advisor Intermediate Bond A 44% 1 60 0 0.35% 2.53%
Intermediate-Term Bond FMGAX Fidelity Advisor Mortgage Securities A 42% 1 60 0 1.6% 3.29%
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A 42% 1 60 0 0.49% 3.5%
WORLD BOND FGBZX Fidelity Global Bond A 32% 1 60 0 0.5% 3.25%
High Yield Bond FGHAX Fidelity Advisor Global High Income A 22% 1 60 0 0.9% 4.66%
Intermediate Government FVIAX Fidelity Advisor Government Income A 19% 1 60 0 0.76% 2.53%
Intermediate-Term Bond FCBAX Fidelity Advisor Corporate Bond A 11% 1 60 0 0.81% 3.59%
Short-Term Bond FSFAX Fidelity Advisor Short Fxd-Inc A 0% 1 60 0 0.7% 0.6%
WORLD BOND FINWX Fidelity International Bond A 0% 1 60 0 1% 1.57%
Inflation-Protected Bond FIPAX Fidelity Advisor Infl-Prot Bond A 0% 1 60 0 0.76% 5.27%
High Yield Bond FHIAX Fidelity Advisor High Income A 0% 1 60 0 1.04% 4.25%
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A 0% 1 60 0 1.2% 3.74%
US EQUITY
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A 62% 1 60 0 1.5% 5.54%
LARGE BLEND FALAX Fidelity Advisor Large Cap A 56% 1 60 0 1.17% 3.69%
LARGE BLEND FADAX Fidelity Advisor Dividend Growth A 52% 1 60 0 0.43% 3.31%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 1 60 0 2.15% 1.49%
LARGE BLEND FDTOX Fidelity Advisor Diversified Stock A 50% 1 60 0 1.12% 3.63%
Small Growth FCAGX Fidelity Advisor Small Cap Growth A 50% 1 60 0 2.05% 0%
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A 49% 1 60 0 0.66% 12.73%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 1 60 0 0.7% 5.95%
LARGE VALUE FEIAX Fidelity Advisor Equity Income A 43% 1 60 0 1.03% 5.15%
LARGE BLEND FAVAX Fidelity Advisor Equity Value A 41% 1 60 0 0.9% 3.5%
LARGE GROWTH FAGAX Fidelity Advisor Growth Opportunities A 41% 1 60 0 0.52% 0%
LARGE BLEND FGIRX Fidelity Advisor Growth & Income A 36% 1 60 0 1.15% 2.82%
MID-CAP VALUE FMPAX Fidelity Advisor Mid Cap Value A 32% 1 60 0 1.08% 1.4%
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A 31% 1 60 0 0.72% 0.62%
LARGE BLEND FGTAX Fidelity Advisor Mega Cap Stock A 23% 1 60 0 0.51% 2.03%
Average Expense Ratio: 1.05%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow -8.4% -6.7% 5.5% 5.1% 5.3% 4.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Fidelity Advisor Funds Select Class A Plan Tactical Asset Allocation Most Aggressive -4.4% 3.1% 12.7% 8.8% 7.9%
Description
The plan consists of 52 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

Fidelity advisor funds are available for SEP IRA, SIMPLE and small 401K accounts. This plan is for class A shares. To avoid charges, it is recommended to exchange funds within the same class shares. For other class (B,C,D,Y) shares, users should substitute an A share fund with the similar fund in this class.

This plan differs from Fidelity Advisor Funds Class A Plan as it uses only a selected list of Fidelity Advisor Class A funds. 



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