MyPlanIQ Fidelity Advisor Funds Class A Plan

Fidelity Advisor Funds Class A Plan

This Plan is unrated.
Investment Options
Total Available Funds: 124
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FHEAX
Global Real Estate FIRAX FIRAX
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX FAMKX
Latin America Stock FLTAX FLTAX
DIVERSIFIED EMERGING MKTS FMEAX FMEAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX FIASX
PACIFIC/ASIA EX-JAPAN STK FEAAX FEAAX
Foreign Large Blend FAIDX FAIDX
COMMODITIES
COMMODITIES BROAD BASKET FFGAX FFGAX
Total Available Funds: 124
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FHEAX FHEAX
Global Real Estate FIRAX FIRAX
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX FAMKX
Latin America Stock FLTAX FLTAX
DIVERSIFIED EMERGING MKTS FMEAX FMEAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX FIASX
PACIFIC/ASIA EX-JAPAN STK FEAAX FEAAX
Foreign Large Blend FAIDX FAIDX
Foreign Large Growth FCPAX FCPAX
Foreign Large Blend FAOAX FAOAX
WORLD STOCK FGEAX FGEAX
Foreign Large Value FIVMX FIVMX
Foreign Large Blend FDVAX FDVAX
FOREIGN SMALL/MID GROWTH FOPAX FOPAX
WORLD STOCK FWAFX FWAFX
Foreign Large Blend FTAEX FTAEX
JAPAN STOCK FJPAX FJPAX
Foreign Large Growth FIAGX FIAGX
EUROPE STOCK FAEAX FAEAX
PACIFIC/ASIA EX-JAPAN STK FHKAX FHKAX
Foreign Large Blend FACNX FACNX
COMMODITIES
COMMODITIES BROAD BASKET FFGAX FFGAX
Others
Conservative Allocation FSRAX FSRAX
Utilities FUGAX FUGAX
Health FBTAX FBTAX
Equity Energy FANAX FANAX
Industrials FCLAX FCLAX
Health FACDX FACDX
Technology FADTX FADTX
Target Date 2050+ FFFLX FFFLX
Consumer Discretionary FCNAX FCNAX
Communications FDMAX FDMAX
Technology FELAX FELAX
Financial FAFDX FAFDX
Consumer Staples FDAGX FDAGX
EQUITY PRECIOUS METALS FGDAX FGDAX
Natural Resources FMFAX FMFAX
Communications FTUAX FTUAX
Target Date 2041-2045 FFFZX FFFZX
Target Date 2031-2035 FATHX FATHX
Target Date 2000-2010 FACFX FACFX
Target Date 2011-2015 FFVAX FFVAX
Target Date 2021-2025 FATWX FATWX
Target Date 2000-2010 FFAVX FFAVX
Target Date 2026-2030 FAFEX FAFEX
Target Date 2036-2040 FAFFX FAFFX
Target Date 2016-2020 FDAFX FDAFX
Moderate Allocation FABLX FABLX
Retirement Income FAFAX FAFAX
ROOT CASH Daily Money Market
Moderate Allocation FARFX FARFX
Moderate Allocation FARWX FARWX
Moderate Allocation FARVX FARVX
Moderate Allocation FURAX FURAX
Moderate Allocation FARSX FARSX
Moderate Allocation FIARX FIARX
Moderate Allocation FRQAX FRQAX
Moderate Allocation FARPX FARPX
Moderate Allocation FIOAX FIOAX
Conservative Allocation FRNAX FRNAX
Conservative Allocation FRAMX FRAMX
Conservative Allocation FILAX FILAX
Conservative Allocation FRKAX FRKAX
Conservative Allocation FRJAX FRJAX
World Allocation FGLAX FGLAX
Moderate Allocation FDASX FDASX
Convertibles FACVX FACVX
Moderate Allocation FAASX FAASX
Moderate Allocation FSAAX FSAAX
Moderate Allocation FFAMX FFAMX
Conservative Allocation FFNAX FFNAX
Conservative Allocation FTAAX FTAAX
Conservative Allocation FTAWX FTAWX
FIXED INCOME
Bank Loan FFRAX FFRAX
Multisector Bond FSTAX FSTAX
Muni New York Long FNMAX FNMAX
Muni National Interm FZIAX FZIAX
Muni National Short FASHX FASHX
High Yield Bond FAHDX FAHDX
Intermediate-Term Bond FEPAX FEPAX
Muni California Long FCMAX FCMAX
Intermediate-Term Bond FDIAX FDIAX
Intermediate-Term Bond FMGAX FMGAX
Intermediate-Term Bond FGBAX FGBAX
ULTRASHORT BOND FUBAX FUBAX
Short-Term Bond FSFAX FSFAX
Muni National Long FAMUX FAMUX
Inflation-Protected Bond FIPAX FIPAX
High Yield Bond FHIAX FHIAX
Intermediate Government FVIAX FVIAX
Emerging Markets Bond FMKAX FMKAX
US EQUITY
SMALL VALUE FCVAX FCVAX
LARGE GROWTH FALAX FALAX
Mid-Cap Growth FIIAX FIIAX
LARGE BLEND FASDX FASDX
LARGE BLEND FADAX FADAX
SMALL BLEND FSCDX FSCDX
LARGE BLEND FDTOX FDTOX
MID-CAP BLEND FLSAX FLSAX
Small Growth FCAGX FCAGX
LARGE GROWTH FNIAX FNIAX
MID-CAP VALUE FAVFX FAVFX
MID-CAP BLEND FSOAX FSOAX
LARGE VALUE FEIAX FEIAX
LARGE GROWTH FAGAX FAGAX
LARGE BLEND FAVAX FAVAX
LARGE VALUE FVLAX FVLAX
LARGE GROWTH FGIRX FGIRX
Mid-Cap Growth FMCDX FMCDX
LARGE GROWTH EPGAX EPGAX
LARGE GROWTH FDTTX FDTTX
LARGE BLEND FTXAX FTXAX
LARGE GROWTH FTQAX FTQAX
Small Growth FCDAX FCDAX
MID-CAP VALUE FMPAX FMPAX
Mid-Cap Growth FGCAX FGCAX
LARGE BLEND FGTAX FGTAX
LARGE VALUE FLUAX FLUAX
LARGE GROWTH FLNAX FLNAX
Mid-Cap Growth FGVAX FGVAX
LARGE GROWTH FFYAX FFYAX
LARGE GROWTH FARAX FARAX
LARGE GROWTH FEYAX FEYAX
LARGE BLEND FOATX FOATX
Total Available Funds: 124
  • 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
REAL ESTATE
REAL ESTATE FHEAX FHEAX 90% 1 60 0 1.07% 8.92%
Global Real Estate FIRAX FIRAX 0% 1 60 0 NA NA
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX FAMKX 50% 1 60 0 2.12% 0.75%
Latin America Stock FLTAX FLTAX 0% 1 60 0 NA 3.64%
DIVERSIFIED EMERGING MKTS FMEAX FMEAX 0% 1 60 0 NA NA
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH FIASX FIASX 54% 1 60 0 1.29% 2.3%
PACIFIC/ASIA EX-JAPAN STK FEAAX FEAAX 50% 1 60 0 0.97% 0%
Foreign Large Blend FAIDX FAIDX 49% 1 60 0 0.99% 2.63%
Foreign Large Growth FCPAX FCPAX 48% 1 60 0 1.24% 0.56%
Foreign Large Blend FAOAX FAOAX 46% 1 60 0 2.16% 1.33%
WORLD STOCK FGEAX FGEAX 45% 1 60 0 1.55% 0%
Foreign Large Value FIVMX FIVMX 41% 1 60 0 1.55% 1.89%
Foreign Large Blend FDVAX FDVAX 38% 1 60 0 0.91% 1.57%
FOREIGN SMALL/MID GROWTH FOPAX FOPAX 37% 1 60 0 1.08% 1.27%
WORLD STOCK FWAFX FWAFX 0% 1 60 0 NA NA
Foreign Large Blend FTAEX FTAEX 0% 1 60 0 NA NA
JAPAN STOCK FJPAX FJPAX 0% 1 60 0 NA 0%
Foreign Large Growth FIAGX FIAGX 0% 1 60 0 NA NA
EUROPE STOCK FAEAX FAEAX 0% 1 60 0 1.45% 0.94%
PACIFIC/ASIA EX-JAPAN STK FHKAX FHKAX 0% 1 60 0 NA NA
Foreign Large Blend FACNX FACNX 0% 1 60 0 NA NA
COMMODITIES
COMMODITIES BROAD BASKET FFGAX FFGAX 0% 1 60 0 NA NA
Others
Conservative Allocation FSRAX FSRAX 81% 1 60 0 0.7% 3.94%
Utilities FUGAX FUGAX 78% 1 60 0 0.76% 1%
Health FBTAX FBTAX 77% 1 60 0 0.73% 2.75%
Equity Energy FANAX FANAX 76% 1 60 0 1.05% 0.86%
Industrials FCLAX FCLAX 74% 1 60 0 1.02% 0%
Health FACDX FACDX 73% 1 60 0 1.72% 0%
Technology FADTX FADTX 73% 1 60 0 1.21% 0%
Target Date 2050+ FFFLX FFFLX 72% 1 60 0 1% 0%
Consumer Discretionary FCNAX FCNAX 71% 1 60 0 0.62% 0%
Communications FDMAX FDMAX 71% 1 60 0 1.4% 6.25%
Technology FELAX FELAX 70% 1 60 0 1.26% 0%
Financial FAFDX FAFDX 70% 1 60 0 1.28% 0%
Consumer Staples FDAGX FDAGX 69% 1 60 0 1.01% 0.83%
EQUITY PRECIOUS METALS FGDAX FGDAX 69% 1 60 0 0.77% 3.46%
Natural Resources FMFAX FMFAX 68% 1 60 0 0.76% 0.65%
Communications FTUAX FTUAX 67% 1 60 0 1.13% 1.39%
Target Date 2041-2045 FFFZX FFFZX 66% 1 60 0 1.25% 0%
Target Date 2031-2035 FATHX FATHX 65% 1 60 0 0.96% 1.64%
Target Date 2000-2010 FACFX FACFX 63% 1 60 0 0.49% 0.27%
Target Date 2011-2015 FFVAX FFVAX 63% 1 60 0 1.54% 3.24%
Target Date 2021-2025 FATWX FATWX 63% 1 60 0 1.62% 2.16%
Target Date 2000-2010 FFAVX FFAVX 61% 1 60 0 1.47% 3%
Target Date 2026-2030 FAFEX FAFEX 57% 1 60 0 0.66% 0.09%
Target Date 2036-2040 FAFFX FAFFX 56% 1 60 0 1.75% 0%
Target Date 2016-2020 FDAFX FDAFX 56% 1 60 0 0.51% 0.19%
Moderate Allocation FABLX FABLX 48% 1 60 0 1.57% 4.7%
Retirement Income FAFAX FAFAX 45% 1 60 0 1.47% 2.57%
ROOT CASH Daily Money Market 0% 1 60 0 NA 5.5%
Moderate Allocation FARFX FARFX 0% 1 60 0 NA NA
Moderate Allocation FARWX FARWX 0% 1 60 0 NA NA
Moderate Allocation FARVX FARVX 0% 1 60 0 NA NA
Moderate Allocation FURAX FURAX 0% 1 60 0 NA NA
Moderate Allocation FARSX FARSX 0% 1 60 0 NA NA
Moderate Allocation FIARX FIARX 0% 1 60 0 NA NA
Moderate Allocation FRQAX FRQAX 0% 1 60 0 NA NA
Moderate Allocation FARPX FARPX 0% 1 60 0 NA NA
Moderate Allocation FIOAX FIOAX 0% 1 60 0 NA NA
Conservative Allocation FRNAX FRNAX 0% 1 60 0 NA NA
Conservative Allocation FRAMX FRAMX 0% 1 60 0 NA NA
Conservative Allocation FILAX FILAX 0% 1 60 0 NA NA
Conservative Allocation FRKAX FRKAX 0% 1 60 0 NA NA
Conservative Allocation FRJAX FRJAX 0% 1 60 0 NA NA
World Allocation FGLAX FGLAX 0% 1 60 0 NA NA
Moderate Allocation FDASX FDASX 0% 1 60 0 1.33% 17.22%
Convertibles FACVX FACVX 0% 1 60 0 NA NA
Moderate Allocation FAASX FAASX 0% 1 60 0 NA NA
Moderate Allocation FSAAX FSAAX 0% 1 60 0 NA NA
Moderate Allocation FFAMX FFAMX 0% 1 60 0 NA NA
Conservative Allocation FFNAX FFNAX 0% 1 60 0 NA NA
Conservative Allocation FTAAX FTAAX 0% 1 60 0 NA NA
Conservative Allocation FTAWX FTAWX 0% 1 60 0 NA NA
FIXED INCOME
Bank Loan FFRAX FFRAX 73% 1 60 0 0.97% 4%
Multisector Bond FSTAX FSTAX 67% 1 60 0 0.97% 2.04%
Muni New York Long FNMAX FNMAX 57% 1 60 0 0.78% 1.27%
Muni National Interm FZIAX FZIAX 56% 1 60 0 0.42% 1.22%
Muni National Short FASHX FASHX 53% 1 60 0 0.3% 0.92%
High Yield Bond FAHDX FAHDX 52% 1 60 0 0.75% 2.59%
Intermediate-Term Bond FEPAX FEPAX 52% 1 60 0 0.5% 1.88%
Muni California Long FCMAX FCMAX 52% 1 60 0 0.55% 1.07%
Intermediate-Term Bond FDIAX FDIAX 44% 1 60 0 0.35% 1.7%
Intermediate-Term Bond FMGAX FMGAX 42% 1 60 0 1.6% 1.88%
Intermediate-Term Bond FGBAX FGBAX 42% 1 60 0 0.49% 1.62%
ULTRASHORT BOND FUBAX FUBAX 0% 1 60 0 NA NA
Short-Term Bond FSFAX FSFAX 0% 1 60 0 0.7% 0.6%
Muni National Long FAMUX FAMUX 0% 1 60 0 0.77% 4.25%
Inflation-Protected Bond FIPAX FIPAX 0% 1 60 0 0.76% 5.27%
High Yield Bond FHIAX FHIAX 0% 1 60 0 1.04% 4.25%
Intermediate Government FVIAX FVIAX 0% 1 60 0 NA NA
Emerging Markets Bond FMKAX FMKAX 0% 1 60 0 NA NA
US EQUITY
SMALL VALUE FCVAX FCVAX 62% 1 60 0 1.5% 0.03%
LARGE GROWTH FALAX FALAX 55% 1 60 0 1.17% 0%
Mid-Cap Growth FIIAX FIIAX 52% 1 60 0 0.74% 0.22%
LARGE BLEND FASDX FASDX 52% 1 60 0 0.68% 1.24%
LARGE BLEND FADAX FADAX 51% 1 60 0 0.43% 0.38%
SMALL BLEND FSCDX FSCDX 51% 1 60 0 2.15% 1.65%
LARGE BLEND FDTOX FDTOX 50% 1 60 0 1.12% 0%
MID-CAP BLEND FLSAX FLSAX 50% 1 60 0 0.66% 16.8%
Small Growth FCAGX FCAGX 50% 1 60 0 2.05% 0.82%
LARGE GROWTH FNIAX FNIAX 48% 1 60 0 0.7% 0.03%
MID-CAP VALUE FAVFX FAVFX 46% 1 60 0 1.9% 0.68%
MID-CAP BLEND FSOAX FSOAX 44% 1 60 0 0.75% 0%
LARGE VALUE FEIAX FEIAX 42% 1 60 0 1.03% 1.15%
LARGE GROWTH FAGAX FAGAX 41% 1 60 0 0.52% 0%
LARGE BLEND FAVAX FAVAX 40% 1 60 0 0.9% 1.67%
LARGE VALUE FVLAX FVLAX 39% 1 60 0 1.4% 1.37%
LARGE GROWTH FGIRX FGIRX 36% 1 60 0 1.15% 0.58%
Mid-Cap Growth FMCDX FMCDX 35% 1 60 0 0.72% 0.37%
LARGE GROWTH EPGAX EPGAX 31% 1 60 0 0.72% 0%
LARGE GROWTH FDTTX FDTTX 31% 1 60 0 1.32% 0.91%
LARGE BLEND FTXAX FTXAX 0% 1 60 0 NA NA
LARGE GROWTH FTQAX FTQAX 0% 1 60 0 1.25% 0.35%
Small Growth FCDAX FCDAX 0% 1 60 0 NA NA
MID-CAP VALUE FMPAX FMPAX 0% 1 60 0 NA NA
Mid-Cap Growth FGCAX FGCAX 0% 1 60 0 NA NA
LARGE BLEND FGTAX FGTAX 0% 1 60 0 NA NA
LARGE VALUE FLUAX FLUAX 0% 1 60 0 NA NA
LARGE GROWTH FLNAX FLNAX 0% 1 60 0 NA NA
Mid-Cap Growth FGVAX FGVAX 0% 1 60 0 1.25% 0%
LARGE GROWTH FFYAX FFYAX 0% 1 60 0 NA 0.57%
LARGE GROWTH FARAX FARAX 0% 1 60 0 1.29% 0%
LARGE GROWTH FEYAX FEYAX 0% 1 60 0 NA NA
LARGE BLEND FOATX FOATX 0% 1 60 0 1.55% 0.57%
Average Expense Ratio: 1.03%
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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 1.2% 13.6% 6.0% 8.1% 5.0% 5.5%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.0% -5.9% 2.4% 2.4% 7.9% 5.6%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -4.0% 2.7% 5.3% 6.1% 5.4% 6.7%

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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 for Portfolio Details or Follow 9.0% 15.7% 12.4% 10.6% 9.9% 9.3%

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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 Class A Plan Tactical Asset Allocation Most Aggressive -5.0% 3.9% 10.8% 8.3% 7.0%
Description
The plan consists of 124 funds. It covers 5 major asset classes and 64 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.



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