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Fidelity Balanced Fund - Class K (FBAKX)

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30.12 -0.11 -0.36%

31/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 8.94B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

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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.

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Rating

1-Year Change8.7%

Prev. Close30.23

Risk Rating

TTM Yield1.80%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateMay 09, 2008

Total Assets8.94B

Expenses0.42%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

U.S. launches trade war with tariffs on Canada, Mexico, and China By Investing.com - 11 hours ago

Investing.com -- President Donald Trump has initiated a tariff war, imposing general levies of 25% on Canada and Mexico and 10% on China. The orders for these tariffs were signed...

5 big analyst AI moves: Apple, AMD cuts; DeepSeek selloff a 'golden' buy window By Investing.com - 23 hours ago

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI...

Wall St ends lower as White House says Trump to implement tariffs By Reuters - Jan 31, 2025 1

By Caroline Valetkevitch NEW YORK (Reuters) -U.S. stocks ended lower on Friday, with indexes losing ground after the White House said U.S. President Donald Trump will implement on...

Fidelity Balanced Fund - Class K Analysis

S&P 500 Battles Bull Trap, Nasdaq Struggles but Russell 2000 Stands Firm By Declan Fallon - Jan 30, 2025

After Monday's AI sell-off sent tech stocks reeling, we had some comeback as buyers filled the void, only for traders to take some quick profits off yesterday's bounce. The...

DeepSeek Won’t Cause a Bear Market - But It Could Reshape AI’s Profitability By Ed Yardeni - Jan 29, 2025

DeepSeek won’t cause the Fed to tighten monetary policy. It won’t cause a financial crisis or a credit crunch. Of course, it might have a negative wealth effect on Nvidia’s...

Is DeepSeek’s Rise the AI 'Sputnik Moment' for the US? By Lance Roberts - Jan 28, 2025

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1161	1006	1161	1157	1678	2519
Fund Return	16.13%	0.62%	16.13%	4.98%	10.91%	9.68%
Place in category	51	61	51	64	10	13
% in Category	11	15	11	12	3	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	638.76B	25.00	8.93	13.09
Fidelity Contrafund	147.82B	35.97	10.77	15.29
Fidelity Contrafund K	13.13B	36.05	10.85	15.38
Fidelity Total Market Index Instl b	108.28B	23.88	7.94	12.50
Fidelity Blue Chip Growth	68.75B	39.70	10.19	18.10

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.6B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.46B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced A	42.26B	15.67	4.56	9.22

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	415.06	+0.02%
NVIDIA	US67066G1040	4.54	120.07	-3.67%
Apple	US0378331005	3.35	236.00	-0.67%
Amazon.com	US0231351067	2.66	237.68	+1.30%
Meta Platforms	US30303M1027	2.02	689.18	+0.32%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	30.12	-0.11	-0.36%