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Fidelity Balanced Fund (FBALX)

US Funds

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29.63 -0.34 -1.13%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 39.11B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

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FBALX Overview

Find basic information about the Fidelity Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change4.48%

Prev. Close29.97

Risk Rating

TTM Yield1.71%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets39.11B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

US stock futures steady after tariff-driven rout ; major retailers to report By Investing.com - Just Now

Investing.com-- U.S. stock index futures were marginally higher on Monday evening after sharp losses on Wall Street, as President Donald Trump confirmed 25% tariffs on Canada and...

Stocks, bond yields slide as Trump tariffs ignite new trade conflicts By Reuters - 1 hour ago

By Tom Wilson and Kevin Buckland LONDON/TOKYO (Reuters) -Stocks and bond yields slid on Tuesday as investors globally ducked for cover after the United States hit Canada, Mexico...

U.S. futures higher after Trump tariffs spark sharp losses - what's moving markets By Investing.com - 1 hour ago

Investing.com - U.S. stock futures were higher on Tuesday after President Donald Trump's decision to go ahead with tariffs on Canada and Mexico -- and impose an additional 10% levy...

Fidelity Balanced Fund Analysis

Nasdaq, S&P 500, and Russell 2000 Test Critical Lows By Declan Fallon - 4 hours ago

Sellers whipped bulls with an undercut of Friday's lows on higher volume distribution. There was no denying which side of the market traders were sitting at. The Russell 2000...

S&P 500, Nasdaq at Critical Inflection Points After Testing Key Support Levels By Michael Kramer - 5 hours ago

Pretty rough day out there—S&P 500 down about 1.8%, Nasdaq down around 2.2%, and small caps hit even harder, dropping 2.7%. However, the S&P 500 is approaching a crucial...

Trade Wars Come With a Price, and Investors May Already Be Paying It By Frank Holmes - 14 hours ago

More than a century ago, then-Representative William McKinley pursued an aggressive tariff strategy that sought to protect American industry and reduce reliance on foreign...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1038	1167	1234	1689	2575
Fund Return	1.89%	3.82%	16.74%	7.25%	11.05%	9.92%
Place in category	624	157	91	59	13	16
% in Category	82	25	14	12	4	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	632.47B	2.78	11.89	13.75
Fidelity Contrafund	144.79B	5.42	16.00	16.05
Fidelity Contrafund K	12.75B	5.45	16.08	16.15
Fidelity Total Market Index Instl b	106.34B	3.06	11.30	13.16
Fidelity Blue Chip Growth	61.8B	2.25	15.58	18.45

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.12B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	56.39B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	388.49	-2.14%
NVIDIA	US67066G1040	4.54	114.06	-8.69%
Apple	US0378331005	3.35	238.03	-1.58%
Amazon.com	US0231351067	2.66	205.02	-3.42%
Meta Platforms	US30303M1027	2.02	655.05	-1.97%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	29.63	-0.34	-1.13%