Fidelity Advisor Total Bond Fund

Fidelity Advisor Total Bond (FEPIX) is a core fixed income fund for investors seeking income and a measure of protection from stock market volatility.

Analyst Driven %—100% | Data Coverage %—100% Morningstar's highest level of conviction, 8/16/231
10Watch List:5—6, Poor: 0—4Good:9—10, Acceptable: 7—8Class I ScoringRPAGTMSCORE2
8 7 3-YR AVG 5-YR AVG 0, 1—25 26—50 51—75 76—100 fi360 FIDUCIARY SCORE 3 fi360 peer group: Intermediate Core-Plus Bond Number of peers: 125 (3-year average), 105 (5-year average) Class I

Investment Approach

  • A Focus on High Quality—Invests at least 80% of assets in investment-grade bonds.
  • Enhanced Return Potential—Invests up to 20% of assets in below-investment-grade securities.
  • Balances Return Potential against Risk—Co-managers seek to provide a conservative experience in line with an investor's expectation of a core bond fund.

The Management Team

On average, fund manager tenure at Fidelity is 17 years, allowing the managers to establish a high level of trust in each other's abilities.

Ford O'neil Ford O'Neil Fund tenure: Since 12/04 Fidelity tenure: Since 1989
Michael Foggin Michael Foggin Fund tenure: Since 10/14 Fidelity tenure: Since 2012
Jeffrey Moore Jeffrey Moore, CFA Fund tenure: Since 6/12 Fidelity tenure: Since 1995
Celso Munoz Celso Muñoz, CFA Fund tenure: Since 10/17 Fidelity tenure: Since 2005
Benjamin Harrison, CFA Benjamin Harrison, CFA Fund tenure: Since 6/23 Fidelity tenure: Since 2009
Jeffrey Moore Franco Castagliuolo, CFA Fund tenure: Since 10/22 Fidelity tenure: Since 1996

Consistently outperformed versus its benchmark and peers

FA Total Bond (Class I) outperformed its peers over the 1-, 3-, 5-, and 10-year periods.
FA Total Bond I Morningstar Intermediate Core-Plus Bond Avg. Bloomberg Barclays U.S. Aggregate Bond Index Annualized returns (%) 1-Year 3-Year 5-Year 10-Year 0 -2 -4 2 4 6 8 -2.31 -2.99 -3.31 7.18 6.22 5.53 2.28 1.48 1.10 2.54 1.93 1.81

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