Breaking News

Fidelity Balanced Fund - Class K (FBAKX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

29.59 +0.20 +0.68%

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

Morningstar Rating:
Total Assets: 8.85B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

General
Chart
- Streaming Chart
- Interactive Chart
News & Analysis
- News
- Analysis & Opinion
Technical
- Technical Analysis
Forum

FBAKX Overview

Find basic information about the Fidelity Balanced Fund - Class K 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 FBAKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

Show/Hide News

Technical Chart

Last Update:

1 Day
1 Week
1 Month
3 Months
6 Months
1 Year
5 years
Max

Rating

1-Year Change5%

Prev. Close29.39

Risk Rating

TTM Yield1.77%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateMay 09, 2008

Total Assets8.85B

Expenses0.42%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

What is your sentiment on Fidelity Balanced K?

Vote to see community's results!

Fidelity Balanced Fund - Class K News

US stock futures steady after Wall St gains on Trump's auto tariff delay By Investing.com - 3 hours ago 1

Investing.com-- U.S. stock index futures were little changed on Wednesday evening after Wall Street closed higher driven by President Donald Trump's decision to grant a one-month...

Trump considers tariff exemptions for agricultural from Canada, Mexico - report By Investing.com - 4 hours ago 1

Investing.com -- U.S. President Donald Trump is now said to be contemplating an exemption of specific agricultural products from tariffs enacted on Canada and Mexico, Bloomberg...

Wall Street ends higher as markets eye easing of trade tensions By Reuters - 4 hours ago

By Johann M Cherian, Sukriti Gupta and Chibuike Oguh (Reuters) -Wall Street's main indexes finished higher in choppy trading on Wednesday, as investors cheered the likely easing...

Fidelity Balanced Fund - Class K Analysis

S&P 500: All Eyes on 200-Day MA - Holding This Level Could Spark Stronger Recovery By Fawad Razaqzada - 16 hours ago

Markets are bouncing back as investors bet on technical support, tariff relief, and Germany’s stimulus plans. But with ISM and NFP data ahead, Fed rate cut bets could shift,...

S&P 500: Diamond Reversal in the Making? August Lows Could Come Back in Play By Michael Kramer - 23 hours ago

Tariffs are on, tariffs are off—does anyone even know what’s happening anymore? It’s completely confusing and honestly impossible to keep up with. I stepped away for 30 minutes to...

Is the S&P 500 Road to 6400-6500 in Jeopardy? By Dr. Arnout ter Schure - Mar 04, 2025

Using the Elliott Wave Principle (EWP), we have been successfully tracking the most likely path forward for the S&P 500 (SPX) over several months. Although there are many ways...

Performance

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1038	1168	1236	1695	2596
Fund Return	1.89%	3.83%	16.81%	7.33%	11.13%	10.01%
Place in category	624	154	88	52	11	15
% in Category	82	24	14	11	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	110.18B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	55.43B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced	39.11B	1.89	7.25	9.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	401.02	+3.19%
NVIDIA	US67066G1040	4.54	117.30	+1.13%
Apple	US0378331005	3.35	235.74	-0.08%
Amazon.com	US0231351067	2.66	208.36	+2.24%
Meta Platforms	US30303M1027	2.02	656.47	+2.57%

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Canada's comment guidelines and agree to the terms described.

I Agree

FBAKX Comments

Write your thoughts about Fidelity Balanced Fund - Class K

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d68-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d68-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d68-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

S&P/TSX	24,870.82	+298.82	+1.22%
S&P/TSX 60	1,497.53	+15.86	+1.07%
US 30	43,015.8	+9.6	+0.02%
US 500	5,840.8	-1.7	-0.03%
S&P 500 VIX	21.93	-1.58	-6.72%
DAX	23,081.03	+754.22	+3.38%
Dollar Index	104.310	+0.058	+0.06%

Crude Oil WTI	66.69	+0.38	+0.57%
Brent Oil	69.68	+0.38	+0.55%
Natural Gas	4.432	-0.039	-0.87%
Gold	2,926.94	+0.94	+0.03%
Silver	33.173	+0.038	+0.12%
US Soybeans	1,019.13	+6.88	+0.68%
US Cotton #2	64.38	+0.78	+1.23%

Bombardier Inc	86.890	+7.860	+9.95%
Enbridge	42.49	+0.94	+2.26%
Air Canada	16.67	+0.60	+3.73%
Broadcom DRC	45.44	+0.91	+2.04%
Apple	235.74	-0.19	-0.08%
Alibaba ADR	141.03	+11.18	+8.61%
Tesla	279.10	+7.06	+2.60%

Canada 5Y	2.643	+0.013	+0.38%
Canada 10Y	2.969	+0.031	+1.02%
Canada 30Y	3.198	+0.019	+0.63%
U.S. 2Y	4.040	+0.054	+1.35%
U.S. 10Y	4.325	+0.058	+1.36%
U.S. 30Y	4.605	+0.045	+0.99%
Germany 10Y	2.7830	+0.3035	+12.10%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	29.59	+0.20	+0.68%