About FMSDX

The investment seeks to provide a combination of income and capital appreciation. 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 (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.

Rankings

U.S. News evaluated 492 Allocation--30% to 50% Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

FMSDX is not currently ranked.

SEE ALL MUTUAL FUND RATINGS

SCORECARD

Trailing Total Returns Monthly

 

1-Month

 

3-Month

 

6-Month

 

1-Year

FMSDX 0.35 2.56 12.36 27.02
Morningstar Mod Tgt Risk TR USD 0.72 2.78 8.69 20.53
Category (CA) 0.75 2.35 6.99 15.59
+/- Morningstar Mod Tgt Risk TR USD -0.37 -0.22 3.67 6.49
+/- Category (CA) -0.4 0.21 5.37 11.43
Rank in Category 83 39 3 4

Updated 07/31/21

Performance

The fund has returned 27.02 percent over the past year, 16.51 percent over the past three years, and 11.34 percent over the past five years.

SEE MORE FMSDX PERFORMANCE

Fees

Fees are Average compared to funds in the same category. Fidelity Advisor® Multi-Asset Income Fd has an expense ratio of 0.83 percent.

Net Expense Ratio

0.83

Category Average: 0.74%*

Management

0.55

Category Average: 0.32%*

SEE MORE FMSDX FEES

Updated 07/31/21

Updated 07/31/21

Risk

Risk is High compared to funds in the same category according to Morningstar.

Volatility Measurements

Volitility measures reflect the uncertainty or risk of change in a security`s value.

SEE MORE FMSDX RISK

Updated 07/31/21

Updated 07/31/21

See Also:

FSVLX

Fidelity® Select Consumer Finance Port

Financial

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