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Fidelity Balanced Fund (FBALX)

US Funds

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28.89 +0.19 +0.66%

02/05 - 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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Technical Chart

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Rating

1-Year Change2.19%

Prev. Close28.7

Risk Rating

TTM Yield1.79%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets36.54B

Expenses0.48%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

India proposes zero tariffs on select goods in US trade talks - Bloomberg By Investing.com - 2 hours ago

Investing.com -- In recent trade negotiations with the US, India has proposed zero tariffs on specific imports such as steel, auto components, and pharmaceuticals, up to a certain...

U.S. services sector activity grows by more than expected in April By Investing.com - 3 hours ago

Investing.com - Activity in the U.S. services sector grew by more than anticipated in April, in a sign of potential resilience in an industry that is a major driver of the overall...

BlackRock stays overweight U.S. stocks as the AI theme rolls on By Investing.com - 4 hours ago

Investing.com -- BlackRock is maintaining its overweight position on U.S. equities, citing continued momentum in artificial intelligence despite mounting trade tensions and...

Fidelity Balanced Fund Analysis

Resistance Is Futile: A Reality Check for Both Bulls and Bears By Lance Roberts - 6 hours ago

“Resistance is futile” was a sentence that struck fear in the hearts of Trekkie fans during “Star Trek: The Next (LON:NXT) Generation,” specifically in both of the “Best Of...

2 Reasons to Be Bullish on the Market in the Short Term By Lance Roberts - 7 hours ago

Last week, we discussed that the market backdrop improved markedly following commentary from the White House that eased concerns about tariffs. To wit: “The market rallied above...

S&P 500: Zweig Breadth Thrust Builds Case for Continued Upside By Ed Yardeni - 8 hours ago

Today, we are lowering our subjective odds of a recession from 45% to 35% following last week's news that China and the US might be moving toward starting trade negotiations. We...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	973	973	1054	1181	1887	2377
Fund Return	-2.74%	-2.74%	5.36%	5.71%	13.54%	9.04%
Place in category	674	674	339	107	16	13
% in Category	91	91	46	18	5	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	593.97B	-4.28	9.05	12.49
Fidelity Contrafund	133.44B	-4.05	13.09	14.36
Fidelity Total Market Index Instl b	99.37B	-4.87	8.14	11.74
Fidelity International Index Inst	58.83B	7.95	6.78	5.63
Fidelity Blue Chip Growth	54.71B	-13.06	10.03	15.84

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.99B	-0.23	6.19	8.03
Vanguard Wellington Admiral	95.02B	-1.64	5.79	8.17
American Funds American Balanced R6	54.97B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	44.63B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	438.63	+0.77%
NVIDIA	US67066G1040	4.54	114.31	-0.17%
Apple	US0378331005	3.35	200.41	-2.41%
Amazon.com	US0231351067	2.66	187.35	-1.39%
Meta Platforms	US30303M1027	2.02	601.85	+0.81%

Technical Summary

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

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