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Fidelity Balanced Fund (FBALX)

US Funds

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29.29 -0.11 -0.37%

23/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 36.54B

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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 Change1.1%

Prev. Close29.4

Risk Rating

TTM Yield1.83%

ROE30.83%

IssuerFidelity Investments

Turnover44%

ROA15.45%

Inception DateNov 06, 1986

Total Assets36.54B

Expenses0.46%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Trump aims to use tariffs to boost manufacturing jobs. But is it possible? By Investing.com - 15 hours ago

Investing.com - U.S. President Donald Trump has laid out a wide range of objectives for his aggressive tariff agenda. In one sense, he has argued that raising tariffs on friends...

More power for Trump is bad news for stocks and U.S. market image: Jefferies By Investing.com - May 24, 2025

Investing.com -- The Supreme Court’s latest move in Trump v. Wilcox is sharpening market focus on the growing implications of expanded executive authority in the U.S.—and research...

Stock market today: S&P 500 ends week lower as fresh trade war fears bite By Investing.com - May 23, 2025

Investing.com--The S&P 500 cut some losses but remained under pressure Friday, after U.S. President Donald Trump reignited trade concerns, recommending a 50% tariff on EU goods...

Fidelity Balanced Fund Analysis

S&P 500: More Weakness Likely After Yesterday’s Late Reversal By Michael Kramer - May 23, 2025

The S&P 500 finished the day flat despite being up nearly 60 bps with just 30 minutes to go. The decline into the close was a bone-crushing one. More impressive was that it...

S&P 500: Are Surging Long-Term Yields Signaling Trouble Ahead? By Michael Kramer - May 22, 2025

The S&P 500 fell sharply yesterday, dropping by around 1.6%, following a weak 20-year Treasury auction, which sent bond yields soaring. None of this should have been a...

Magnificent 7 Shareholder Meetings on Tap: Taking Stock of the Economy By Christine Short - May 21, 2025

Major tech-related companies host Annual General Meetings in the weeks ahead Q1 earnings season was strong, but the collective macro outlook remains murky AI is back in vogue...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	970	952	1086	1277	1706	2365
Fund Return	-2.96%	-4.77%	8.6%	8.48%	11.27%	8.99%
Place in category	415	387	235	59	14	11
% in Category	85	79	48	16	5	6

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	593.97B	-4.92	12.17	12.31
Fidelity Contrafund	133.44B	-3.29	18.13	14.54
Fidelity Total Market Index Instl b	99.37B	-5.52	11.34	11.61
Fidelity International Index Inst	58.83B	12.35	10.69	5.65
Fidelity Blue Chip Growth	54.71B	-12.53	16.00	16.01

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.03B	-0.52	8.11	7.88
Vanguard Wellington Admiral	94.12B	-1.53	8.15	8.06
American Funds American Balanced R6	55.65B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.28B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	450.18	-1.03%
NVIDIA	US67066G1040	4.54	131.29	-1.16%
Apple	US0378331005	3.35	195.27	-3.02%
Amazon.com	US0231351067	2.66	200.99	-1.04%
Meta Platforms	US30303M1027	2.02	627.06	-1.49%

Technical Summary

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

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