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Fidelity Balanced Fund (FBALX)

US Funds

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31.15 +0.14 +0.45%

03/07 - 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 Change4.32%

Prev. Close31.01

Risk Rating

TTM Yield1.76%

ROE31.86%

IssuerFidelity Investments

Turnover44%

ROA15.03%

Inception DateNov 06, 1986

Total Assets36.54B

Expenses0.46%

Min. Investment2,500

Market Cap276.72B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

TSX lower amid Trump tariff uncertainty By Investing.com - 7 hours ago

Investing.com - Canada's main stock exchange settled lower after Trump imposed 25% tariffs on all Japanese and South Korean imports. By 4.05 ET, the S&P/TSX 60 index standard...

Trump likely to kick reciprocal tariff can down the road: Morgan Stanley By Investing.com - 9 hours ago

Investing.com -- President Donald Trump has rolled out fresh threats to resume reciprocal tariffs on major trading partners ahead of a looming deadline, but Morgan Stanley...

US stocks tumble after Trump threatens 25% tariffs on Japan, S. Korea By Investing.com - 11 hours ago

Investing.com -- U.S. stock indices fell to session lows Monday afternoon, with major averages declining nearly 1% after President Donald Trump announced plans to impose 25%...

Fidelity Balanced Fund Analysis

US Dollar Logs Worst Start to the Year Since 1973 By Charles-Henry Monchau - 16 hours ago

The US dollar begins 2025 with its weakest start since 1973 while the Swiss franc approaches its 2011 high of 1.3125 against the dollar. Each week, the Syz investment team takes...

Tesla Shares Are Sliding Premarket and Politics Could Be the Reason By Timothy Fries - 17 hours ago

Tesla (NASDAQ:TSLA) shares tumbled 6.77% in premarket trading on Monday morning, falling to $294.00 after CEO Elon Musk announced the formation of a new political party called the...

The Bull Market Is Alive and Well By Lance Roberts - 18 hours ago

The bull market is alive and well, even amid widespread talk of the “death of U.S. exceptionalism.” Early 2025 saw a sharp shift in investor sentiment. Concerns over erratic trade...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1011	997	1091	1333	1702	2436
Fund Return	1.08%	-0.3%	9.09%	10.06%	11.22%	9.31%
Place in category	344	268	173	43	11	11
% in Category	70	55	36	11	4	6

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	593.97B	1.06	14.40	12.85
Fidelity Contrafund	133.44B	4.72	21.82	15.21
Fidelity Total Market Index Instl b	99.37B	0.53	13.74	12.15
Fidelity International Index Inst	58.83B	17.65	11.69	6.14
Fidelity Blue Chip Growth	54.71B	-3.61	21.81	16.87

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	116.81B	3.42	8.95	8.27
Vanguard Wellington Admiral	98.12B	2.66	9.20	8.48
American Funds American Balanced R6	59.28B	3.56	9.28	8.60
Vanguard Balanced Index Adm	45.66B	1.63	8.98	8.07
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	4.82	209.95	-1.69%
NVIDIA	US67066G1040	3.97	158.24	-0.69%
Microsoft	US5949181045	3.92	497.72	-0.22%
Amazon.com	US0231351067	2.82	223.47	+0.03%
Alphabet A	US02079K3059	2.16	176.79	-1.53%

Technical Summary

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

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