Fidelity Advisor Investment Gr Bd Z (FIKQX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
7.36
+0.01 (0.14%)
Dec 4, 2025, 8:10 AM EST
1.66%
Fund Assets10.83B
Expense Ratio0.36%
Min. Investment$0.00
Turnover232.00%
Dividend (ttm)0.29
Dividend Yield3.98%
Dividend Growth2.28%
Payout FrequencyMonthly
Ex-Dividend DateNov 30, 2025
Previous Close7.35
YTD Return7.50%
1-Year Return5.85%
5-Year Return0.61%
52-Week Low6.76
52-Week High7.37
Beta (5Y)1.00
Holdings4198
Inception DateOct 4, 2018

About FIKQX

The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.

Fund Family Fidelity
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FIKQX
Share Class Class Z
Index Bloomberg U.S. Aggregate Bond TR

Performance

FIKQX had a total return of 5.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.58%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
SWAGXSchwabSchwab U.S. Aggregate Bond Index Fund0.04%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FGBPXFidelity Advisor Investment Grade Bond Fund: Class I0.50%
FGBTXFidelity Advisor Investment Grade Bond Fund: Class M0.74%
FGBAXFidelity Advisor Investment Grade Bond Fund: Class A0.75%
FGBCXFidelity Advisor Investment Grade Bond Fund: Class C1.52%

Top 10 Holdings

34.45% of assets
NameSymbolWeight
UST NOTES 4.25% 02/28/2031T.4.25 02.28.317.23%
UST NOTES 4.125% 07/31/2031T.4.125 07.31.315.39%
UST NOTES 4.5% 11/15/2033T.4.5 11.15.333.61%
UST NOTES 3.875% 08/15/2034T.3.875 08.15.343.19%
UST NOTES 3.5% 02/15/2033T.3.5 02.15.333.00%
UST NOTES 3.375% 05/15/2033T.3.375 05.15.332.97%
FNMA/FHLG TBA ISSUER - UMBS 30YR 2% 09/01/2055 #TBAFNCL.2 9.132.65%
UNITED STATES TREASURY BOND 2.375% 05/15/2051T.2.375 05.15.512.48%
UST NOTES 4.25% 05/15/2035T.4.25 05.15.352.24%
Fidelity Revere Street Trust - Fidelity Cash Central Fundn/a1.68%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 30, 2025$0.0236Dec 1, 2025
Oct 31, 2025$0.02402Nov 3, 2025
Sep 30, 2025$0.02393Oct 1, 2025
Aug 31, 2025$0.0248Sep 1, 2025
Jul 31, 2025$0.02477Aug 1, 2025
Jun 30, 2025$0.02397Jul 1, 2025
Full Dividend History