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Fidelity Balanced Fund (FBALX)

US Funds

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29.26 +0.28 +0.97%

24/03 - 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: 42.26B

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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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Technical Chart

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Rating

1-Year Change0.73%

Prev. Close28.98

Risk Rating

TTM Yield1.72%

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

These stocks offer "shelter" during a potential U.S. slowdown, Wolfe Research says By Investing.com - 1 hour ago

Macquire said declining interest rates could act as a 2nd-half tailwind By Investing.com - 1 hour ago

Investing.com -- Macquarie analysts remain cautiously optimistic about the domestic consumer following their 10th Annual Consumer Bright Ideas Conference, highlighting that...

S&P 500 pares some gains as investors weigh tech strength, weaker economic data By Investing.com - 2 hours ago

Investing.com -- The S&P 500 gave up some gains Tuesday, as investors weighed a another slump in consumer confidence and ongoing rally in tech. At 12:58 ET (16:58 GMT), the Dow...

Fidelity Balanced Fund Analysis

Is the Market Correction Over or Are Investors Facing Another Trap? By Lance Roberts - 4 hours ago

The biggest question I have been getting from clients and prospects lately is, “Is the correction over?” This is not surprising, given that market declines are brutal on emotions....

Gold Drops While US Dollar Gains—Are Investors Betting on Rate Stability? By Timothy Fries - 14 hours ago

President Donald Trump has recently suggested a willingness to negotiate with China regarding his global tariff plans, despite moving forward with imposing significant tariffs on...

Stocks Break Free, But Can the Rally Hold Without Negative Gamma Fuel? By Michael Kramer - 14 hours ago

Well, stocks were unpinned on Monday; there is no argument there. How much of this really had to do with tariffs and whatnot is another question. From listening to Trump speak...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	990	1124	1250	1765	2465
Fund Return	1.35%	-0.97%	12.45%	7.71%	12.03%	9.44%
Place in category	640	514	159	58	11	15
% in Category	84	70	23	11	4	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	632.47B	1.44	12.54	12.97
Fidelity Contrafund	128.94B	3.52	17.24	15.17
Fidelity Contrafund K	128.94B	3.55	17.32	15.27
Fidelity Total Market Index Instl b	106.34B	1.12	11.54	12.30
Fidelity Blue Chip Growth	61.8B	-2.84	15.11	17.11

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.67B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.92B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	394.17	+0.28%
NVIDIA	US67066G1040	4.54	120.72	-0.56%
Apple	US0378331005	3.35	223.22	+1.13%
Amazon.com	US0231351067	2.66	205.08	+0.90%
Meta Platforms	US30303M1027	2.02	624.34	+0.89%

Technical Summary

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

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