Fidelity Advisor Funds Select Class A Plan
Investment Model Portfolios

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. 

Investment options of Fidelity Advisor Funds Select Class A Plan

Total Available Funds: 52
Asset Class Ticker Description
Others
Consumer Defensive FDAGX Fidelity Advisor Consumer Staples A
Convertibles FACVX Fidelity Advisor Convertible Secs A
Health FACDX Fidelity Advisor Health Care A
Utilities FUGAX Fidelity Advisor Utilities A
Conservative Allocation FSRAX Fidelity Advisor Strategic Real Return A
US EQUITY
LARGE BLEND FDTOX Fidelity Advisor Diversified Stock A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth A
LARGE VALUE FEIAX Fidelity Advisor Equity Income A
LARGE BLEND FAVAX Fidelity Advisor Equity Value A
LARGE BLEND FGIRX Fidelity Advisor Growth & Income A
LARGE GROWTH FAGAX Fidelity Advisor Growth Opportunities A
LARGE BLEND FALAX Fidelity Advisor Large Cap A
MID-CAP BLEND FLSAX Fidelity Advisor Leveraged Co Stk A
LARGE BLEND FGTAX Fidelity Advisor Mega Cap Stock A
MID-CAP VALUE FMPAX Fidelity Advisor Mid Cap Value A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
Small Growth FCAGX Fidelity Advisor Small Cap Growth A
SMALL VALUE FCVAX Fidelity Advisor Small Cap Value A
LARGE BLEND FADAX Fidelity Advisor Dividend Growth 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 Large Blend FDVAX Fidelity Advisor Diversified Intl A
EUROPE STOCK FAEAX Fidelity Advisor Europe Cap Apprec A
WORLD STOCK FGEAX Fidelity Advisor Global Capital Apprec A
Foreign Large Blend FAIDX Fidelity Advisor Intl Discovery A
Foreign Large Growth FIAGX Fidelity Advisor International Growth A
FOREIGN SMALL/MID GROWTH FIASX Fidelity Advisor Intl Small Cap A
FOREIGN SMALL/MID GROWTH FOPAX Fidelity Advisor Intl Sm Cap Opp A
Foreign Large Value FIVMX Fidelity Advisor International Value A
Foreign Large Blend FTAEX Fidelity Advisor Total Intl Equity A
Foreign Large Blend FAOAX Fidelity Advisor Overseas A
WORLD STOCK FWAFX Fidelity Advisor Worldwide A
Emerging Market
DIVERSIFIED EMERGING MKTS FAMKX Fidelity Advisor Emerging Markets A
DIVERSIFIED EMERGING MKTS FTEDX Fidelity Advisor Total Emerg Mkts A
FIXED INCOME
Intermediate-Term Bond FCBAX Fidelity Advisor Corporate Bond A
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A
Bank Loan FFRAX Fidelity Advisor Floating Rate Hi Inc 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
High Yield Bond FAHDX Fidelity Advisor High Income Advantage A
High Yield Bond FHIAX Fidelity Advisor High Income A
Inflation-Protected Bond FIPAX Fidelity Advisor Infl-Prot Bond A
WORLD BOND FINWX Fidelity International Bond A
Intermediate-Term Bond FGBAX Fidelity Advisor Investment Gr Bd A
Intermediate-Term Bond FDIAX Fidelity Advisor Intermediate Bond A
Intermediate-Term Bond FMGAX Fidelity Advisor Mortgage Securities A
Short-Term Bond FSFAX Fidelity Advisor Short Fxd-Inc A
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond FEPAX Fidelity Advisor Total Bond A

Investment model portfolios

We provide two types of investment model portfolios for Fidelity Advisor Funds Select Class A Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Advisor Funds Select Class A Plan Strategic Asset Allocation – Optimal Moderate NA -17.20% -0.95% 0.52% 6.22% 5.28% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% … …
Data as of 10/31/2018, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Advisor Funds Select Class A Plan Tactical Asset Allocation Moderate NA 4.41% 6.64% 7.46% 6.20% 8.05% 9.96% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% … …
Data as of 01/31/2022, Common starting date is 12/31/2000

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