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Fidelity Balanced Fund (FBALX)

US Funds

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29.75 -0.20 -0.67%

20/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 42.26B

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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Rating

1-Year Change10.97%

Prev. Close29.95

Risk Rating

TTM Yield1.68%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets42.26B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

TSX Gains Cushion Blow from Negative Week By Baystreet.ca - Dec 20, 2024

Baystreet.ca - It had a long road from which to return, but markets in Toronto strengthened Friday to minimize some of the gigantic losses it had suffered during a very rough...

Goldman discusses government shutdown risk Rise as House rejects spending bill By Investing.com - Dec 20, 2024

Investing.com -- Goldman Sachs noted the rising risk of a U.S. government shutdown following the House of Representatives' rejection of a revised spending package and two-year debt...

UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts By Investing.com - Dec 20, 2024 1

Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...

Fidelity Balanced Fund Analysis

The Same Bullish Views Could Turn Bearish by 2025 By Lance Roberts - 17 hours ago

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...

Investing on BMO InvestorLine? Buy These BMO ETFs for a Diversified Portfolio By Tony Dong - Dec 20, 2024

If you’re trading on BMO (TSX:BMO) InvestorLine, here are a few BMO ETFs worth considering for a globally diversified portfolio. BMO S&P 500 Index ETF (ZSP) 60% of the...

Nasdaq 100 Bears Target 20K Next - Break Could Trigger Renewed Bearish Momentum By Damian Nowiszewski - Dec 20, 2024 1

The Fed's hawkish tone has rattled markets, setting a cautious tone for year-end trading. Key support levels on the Nasdaq 100 and S&P 500 could dictate the next big...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1188	1047	1237	1218	1753	2550
Fund Return	18.78%	4.72%	23.65%	6.78%	11.88%	9.81%
Place in category	69	102	82	75	14	16
% in Category	11	18	14	15	3	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	631.62B	28.05	11.42	13.34
Fidelity Contrafund	128.94B	37.26	11.61	15.33
Fidelity Contrafund K	128.94B	37.40	11.71	15.44
Fidelity Total Market Index Instl b	107.41B	27.73	10.41	12.84
Fidelity Blue Chip Growth	66.2B	37.89	9.30	17.88

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.72B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	55.47B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Advisor Balanced A	42.26B	18.41	6.40	9.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	436.60	-0.10%
NVIDIA	US67066G1040	4.54	134.70	+3.08%
Apple	US0378331005	3.35	254.49	+1.88%
Amazon.com	US0231351067	2.66	224.92	+0.73%
Meta Platforms	US30303M1027	2.02	585.25	-1.73%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	29.75	-0.20	-0.67%