About FAPVX
Fidelity Advisor Risk Parity Fund - Class C is an alternative mutual fund designed to provide investors with diversified exposure across multiple asset classes by employing a risk parity investment strategy. The fund’s approach balances risk, instead of capital, among a wide range of investments including equities, fixed income, commodities, and inflation-protected securities. Its primary purpose is to deliver more robust diversification compared to traditional portfolio allocations, aiming to capture returns across diverse market environments by allocating risk strategically among four key macroeconomic factors: growth, inflation, real rates, and liquidity.
The fund is managed using quantitative methods to adjust exposures based on evolving market regimes, drawing on a broad selection of affiliated and unaffiliated mutual funds, as well as exchange-traded funds. Sectors influenced include global equities, U.S. Treasuries, commodities, and inflation-protected assets, making it relevant for investors seeking both return potential and downside risk mitigation in complex market cycles. Its role in the financial market is as an allocation solution for investors seeking an alternative to the traditional 60/40 stock-bond mix, with the potential for enhanced risk-adjusted returns and protection against single-factor dependency in portfolios.
Fund Family Fidelity
Category Tactical Allocation
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FAPVX
Share Class Class C
Index MSCI AC World TR USD
FAPVX had a total return of 7.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.29%.
