Fidelity Advisor Investment Grade Bond Fund

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Why Invest In This Fund

Introducing the new Fidelity Investment Grade Total Bond Fund
  • A core holding designed for discretionary managed portfolios.
  • Leverages Fidelitys deep research resources, proprietary credit rating system and unique approach of collaborating across both fixed income and equity research teams.
  • Combines Fidelitys top-down asset allocation and bottom-up security selection expertise with the aim of mitigating downside risk and identifying opportunities.
  • Provides exposure to a broad U.S. opportunity set, with the flexibility to invest globally.

Fidelity Advisor Investment Grade Bond Fund Class A

As of Apr 30 2022
As of Apr 30 2022
Net expense ratio
Top 5 holdings as a per cent of portfolio
49.20%
United States Treasury Bonds 2.375%
United States Treasury Notes 0.125%
United States Treasury Notes 0.5%
United States Treasury Notes 1.25%
United States Treasury Notes 0.875%
Per cent of portfolio in top 5 holdings: 25.28%

What Does It Mean

A fund’s Morningstar Rating is a quantitative assessment of a fund’s past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment decision.

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Does Changing Investment Portfolio Allocation By Age Make Sense

It does make sense to change your portfolio allocation by age. That’s because the older you get, the less risk you can tolerate. Put simply, you don’t have the time to lose and replenish the capital base in your nest egg. Preservation of capital is important for those who are closer to retirement. As such, financial security is important to them since they can’t wait for the market to bounce back.

Why Invest In This Etf

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  • For investors seeking a steady flow of income with the potential for capital gains
  • Leverages Fidelitys global resources and expertise in fixed income investing and trading
  • Includes the ability to actively manage up to 10% of the foreign currency exposure, with an emphasis on investment grade fixed income securities

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Notes & Data Providers

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock quotes are delayed as per exchange requirements. Fundamental company data and analyst estimates provided by FactSet. Copyright © FactSet Research Systems Inc. All rights reserved. Source: FactSet

Indexes: Index quotes may be real-time or delayed as per exchange requirements refer to time stamps for information on any delays. Source: FactSet

Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. Sources: FactSet, Dow Jones

Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. Sources: FactSet, Dow Jones

ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. Sources: FactSet, Dow Jones

Bonds: Bond quotes are updated in real-time. Sources: FactSet, Tullett Prebon

Currencies: Currency quotes are updated in real-time. Sources: FactSet, Tullett Prebon

Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Sources: CoinDesk , Kraken

Calendars and Economy: ‘Actual’ numbers are added to the table after economic reports are released. Source: Kantar Media

How We Approach Editorial Content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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What Is The Old Rule About The Best Portfolio Balance By Age

The old rule about the best portfolio balance by age is that you should hold the percentage of stocks in your portfolio that is equal to 100 minus your age. So a 30-year-old investor should hold 70% of their portfolio in stocks. This should change as the investor gets older.

But with individuals living longer, investors may be better suited in changing that rule to 110 minus your age or even 120 minus your age.

How We Use Your Personal Data

Asian Investment Grade bonds Long-term Asian income | Fidelity Singapore

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.

To learn more about how we handle and protect your data, visit our privacy center.

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How We Make Money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

Fidelity Advisor Investment Grade Bond Fund Class I

As of Apr 30 2022
As of Apr 30 2022
Net expense ratio
Top 5 holdings as a per cent of portfolio
49.20%
United States Treasury Bonds 2.375%
United States Treasury Notes 0.125%
United States Treasury Notes 0.5%
United States Treasury Notes 1.25%
United States Treasury Notes 0.875%
Per cent of portfolio in top 5 holdings: 25.28%

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Transparency Is Our Policy Learn How It Impacts Everything We Do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

Wed like to share more about how we work and what drives our day-to-day business.

Fidelity Advisor Investment Grade Bond 529 Portfolio

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Contributions to this individual fund portfolio will be invested solely in Fidelity Advisor Investment Grade Bond Fund . Before making contributions to this portfolio, you should consider the more detailed information about the underlying fund in which it invests, including its investment objectives and policies, risks, and expenses, contained in the links below. The Fact Sheet, Prospectus, and Annual Report below describe the Fidelity Advisor Investment Grade Bond Fund and not the CollegeCounts 529. For information regarding the expenses of the CollegeCounts 529 Fund Advisor Plan, including sales charges, the program management fee, state administrative fee and account services fees, please review the Program Disclosure Statement with your financial advisor. Performance information for the Fidelity Advisor Investment Grade Bond Fund does not reflect the imposition of the sales charges or other fees and expenses CollegeCounts imposes. The information contained in the links below was obtained from the underlying fund companies and has not been independently verified by CollegeCounts.

Participants in the CollegeCounts 529 Fund do not own shares of the underlying mutual funds directly, but rather own shares of a portfolio in CollegeCounts.

  • Not FDIC Insured

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Growth Of Hypothetical $10000 * As Of 04/30/2022

Quarter-End Average Annual Total Returns AS OF 03/31/2022

NAV Return
-4.20-4.19

The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted.

Top 10

United States Treasury Bonds 2.375%8.20%
United States Treasury Notes 0.125%6.20%
United States Treasury Notes 1.25%3.89%
United States Treasury Notes 1.5%3.54%
United States Treasury Notes 1.125%2.52%
Thunderbolt Aircraft Lease Limited / Thunderbolt Aircraft Lease US LLC 4.142.45%
United States Treasury Notes 0.875%2.22%

Reasons To Change The Rules

Pretty straightforward, right? Not necessarily. While an easy-to-remember guideline can help take some of the complexity out of retirement planning, it may be time to revisit this particular one. Over the past few decades, a lot has changed for the American investor.

For one thing, the life expectancy here has steadily risen. The average American lived to about 77 years in 2020 compared to just over the age of 76 in 2000, according to data from the World Bank. What’s the lesson here? Not only do we have to increase our nest eggs, but we also have more time to grow our money and recover from a dip.

At the same time, U.S. Treasury bonds are paying a fraction of what they once did. As of May 2022, a 10-year T-bill yields 2.75% annually. In the early 1980s, investors could count on interest rates upwards of 10%.

Make sure you consult a financial professional when undertaking any investment strategy and before you make any investment decisions.

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Is There A Proper Asset Allocation By Age

Your age dictates how much risk you’re willing to take on in your investments. The general rule is that the younger you are, the more risk you’re able to tolerate. The older you get, though, means you must cut back on the amount of risk in your portfolio. The common rule of asset allocation by age is that you should hold a percentage of stocks that is equal to 100 minus your age. So if you’re 40, you should hold 60% of your portfolio in stocks.

Since life expectancy is growing, changing that rule to 110 minus your age or 120 minus your age may be more appropriate.

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