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FBAVX Fidelity Advisor® Balanced Z Forecast, Technical & Fundamental Analysis

The investment seeks both income and capital growth... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Micron Technology (NASDAQ:MU).

Industry description

The investment seeks both income and capital growth. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Market Cap

The average market capitalization across the Fidelity Advisor® Balanced Z MF is 3.43T. The market cap for tickers in the group ranges from 991.12B to 5.42T. NVDA holds the highest valuation in this group at 5.42T. The lowest valued company is MU at 991.12B.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor® Balanced Z MF was -39%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -74%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 72
Price Growth Rating: 36
SMR Rating: 21
Profit Risk Rating: 24
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
Fidelity Puritan Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FBAVX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that FBAVX and RLBGX have been poorly correlated (+-3% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FBAVX and RLBGX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FBAVX
1D Price
Change %
FBAVX100%
-0.25%
RLBGX - FBAVX
-3%
Poorly correlated
-0.36%
FBAFX - FBAVX
-3%
Poorly correlated
-0.36%
RLEFX - FBAVX
-3%
Poorly correlated
-0.36%
RAMHX - FBAVX
-4%
Poorly correlated
-0.37%
FBONX - FBAVX
-4%
Poorly correlated
-0.36%
Fidelity Advisor® Balanced Z (FBAVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com