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Fidelity Balanced Fund - Class K (FBAKX)

US Funds

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29.76 -0.20 -0.67%

20/12 - Delayed Data. 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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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 Change10.96%

Prev. Close29.96

Risk Rating

TTM Yield1.75%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

TSX Battles into Positive Territory By Baystreet.ca - 1 hour ago

Baystreet.ca - Canada's main stock index pushed with difficulty into positive territory on Monday due to wider losses led by real estate and telecom shares, while investors parsed...

S&P 500, Dow dip in choppy trading at start of holiday-shortened week By Reuters - 1 hour ago

By Medha Singh and Purvi Agarwal (Reuters) -The S&P 500 and the Dow fell on Monday in holiday-thinned trading after a stopgap government funding bill averted a U.S. government...

Futures Barely Move Monday By Baystreet.ca - 4 hours ago

Baystreet.ca - Futures tracking Canada's main stock index were flat on Monday, as investors avoided placing big bets ahead of key domestic economic data due later in the day. The...

Fidelity Balanced Fund - Class K Analysis

S&P 500: Santa Claus Rally or Did the Fed Steal Christmas? By Lance Roberts - 6 hours ago

Powell & A Government Shutdown Hits Stocks Last week, we noted the ongoing market churn that could last into this week’s Fed meeting. To wit: “That certainly seemed the case...

S&P 500: Wall Street’s Forecasts for 2025 May Be Too Bullish to Be True By Lance Roberts - 8 hours ago

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are...

Cash Allocations Send an Ominous Signal By Lance Roberts - 9 hours ago

According to Bank of America (NYSE:BAC), institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1188	1047	1237	1220	1759	2571
Fund Return	18.84%	4.74%	23.74%	6.85%	11.96%	9.9%
Place in category	66	96	77	66	12	12
% in Category	11	17	13	14	3	3

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 Fund Clas	42.26B	18.85	6.81	9.87

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	435.60	-0.23%
NVIDIA	US67066G1040	4.54	139.00	+3.19%
Apple	US0378331005	3.35	253.90	-0.23%
Amazon.com	US0231351067	2.66	225.71	+0.35%
Meta Platforms	US30303M1027	2.02	599.73	+2.47%

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.	29.76	-0.20	-0.67%