Macroaxis: Personalized Investing
Simple Personalized Investing

SP 500   1,656   12.74  Index Moved Down -0.76%
FFRBX FFRAX FFRTX FFRHX Recent Drops Alcohol Macroaxis Picks Hybrid Mix 
United States GSPC USD ...  |  Investing Opportunities


Processing
Collecting data for FFRTX

Fidelity quote and profile

 
 Companies |  Insiders  | Dashboard  
     
10.04
  
FUND
0.00  No Change   0.00%  
May 22 2013 

Diversification Suggestion

Use Fidelity to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Fidelity Advisor Flo Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 0.01  
Highest Price:  
Lowest Price:  
10.05  
10.01  
May 09 2013 
April 22 2013 
As returns on market increase, Fidelity returns are expected to increase less than the market. However during bear market, the loss on holding Fidelity will be expected to be smaller as well.
Fidelity Advisor Floating Rate Hi Inc T Small BetaFidelity Advisor Flo Beta Legend
FFRTX United States NASDAQ
Fidelity Advisor Floating Rate Hi Inc T
Fidelity Investments
Bank Loan
Benchmark S&P 500
Contact Number: 877. 208. 0098
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset11.48 B
Last Dividend Paid0.02
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisGreen FFRTX FFRTX agains markets  0.00 % No Change  
 United States NYSE   0.79 % Macroaxis: 0.79 Moved Down  
 
 United States SP 500   0.98 % Macroaxis: 0.98 Moved Down  
 
 United States Russel   1.39 % Macroaxis: change 1.39 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
Christine McConnell  Money Manager
Fund Manager since August 29, 2000
McConnell is vice president and manager of Advisor Floating Rate High Income, which she has managed since September 2002. She also manages another Fidelity fund. McConnell joined Fidelity Investments in 1987 working as a...
    

Fidelity Price and Market Media

The median price of Fidelity for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 10.04 with a coefficient of variation of 0.14. The daily time series for the period is distributed with a sample standard deviation of 0.01, arithmetic mean of 10.03, and mean deviation of 0.01. The Fund did not receive any noticable media coverage during the period.
Fidelity         SP 500
Price Growth (%)
 

Fidelity Summary

Fidelity Advisor Floating Rate Hi Inc T [FFRTX] is traded in USA and was established in August 15, 2000. The fund is listed under Bank Loan category and is part of Fidelity Investments family. This fund currently has accumulated 11.48 B in assets under management (AUM) with minimum initial investment of 2.5 K. Fidelity Advisor Floating Rate Hi Inc T is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 2.82%, while the total return for the last 3 years was 10.84%.

Fund Instrument Allocation for Fidelity

The fund consists of 84.17% investments in fixed income securities, with the rest of funds allocated in stocks, cash.
Past Market
Over 30
Days
15
Out Of
100
 
Chance of
Less
Than
%
 
Follow Fidelity with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Fidelity to your reader
 

Fidelity Research Report

Fidelity vs. FFRBX

Correlation analysis and fundamentals comparison between Fidelity Advisor Flo and Fidelity Advisor Flo

Fidelity Asset Under Management

Fidelity Advisor Floating Rate Hi Inc T is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Bank Loan category is currently estimated at about 123.64 Billion. Fidelity holds roughly 11.48 Billion in net asset claiming about 9% of funds in Bank Loan category.

Fidelity Fundamentals

Last Dividend Paid vs Three Year Return
Bond Positions Weight vs Annual Yield
Last Dividend Paid vs Cash Position Weight
Equity Positions Weight vs Annual Yield

Fidelity vs Competition

Fidelity vs. Fidelity Advisor Floating Rate Hi Inc B
Fidelity vs. Fidelity Advisor Floating Rate Hi Inc A
Fidelity vs. Fidelity Floating Rate High Income
Fidelity vs. Fidelity Advisor Floating Rate Hi Inc I
Fidelity vs. Fidelity Advisor Floating Rate Hi Inc C
Fidelity vs. Eaton Vance Floating Rate C
Fidelity vs. Eaton Vance Floating Rate B
Fidelity vs. Eaton Vance Floating Rate I
Fidelity vs. Eaton Vance Floating Rate Adv

Fidelity May 22 2013 Opportunity Range

Information Ratio(6.19)
Maximum Drawdown0.1994
Potential Upside0.0998

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium