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Fidelity Balanced Fund (FBALX)

US Funds

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27.63 +0.29 +1.06%

11/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.05B

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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 Change - 1.92%

Prev. Close27.34

Risk Rating

TTM Yield1.79%

ROE30.83%

IssuerN/A

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets37.05B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Bessent eyes fall for next Fed Chair discussion By Investing.com - 7 hours ago

Investing.com -- Treasury Secretary Scott Bessent has indicated that the discussion for the next Federal Reserve Chair could take place sometime in the fall. He also mentioned that...

Trump administration initiates probes on semiconductor and pharmaceutical imports By Investing.com - 7 hours ago

Investing.com -- The administration of President Donald Trump is moving forward with plans to potentially levy tariffs on semiconductor and pharmaceutical imports. These plans were...

BlackRock investment institute turns bullish on U.S. stocks amid tariff pause By Investing.com - 8 hours ago

Investing.com -- The BlackRock (NYSE:BLK) Investment Institute reported on Monday that it has adopted a slightly more optimistic outlook on U.S. stocks, following the announcement...

Fidelity Balanced Fund Analysis

Basis Trade Sent Yields Soaring – Is it a Warning? By Lance Roberts - 14 hours ago

As discussed in “Credit Spreads,” the one market signal worth your attention is “credit.” Credit spreads reflect the perceived risk of corporate bonds compared to government...

Yield Spreads Suggest the Risk Isn’t Over Yet By Lance Roberts - 17 hours ago

In November last year, I discussed the importance of yield spreads, historically the market’s “early warning system.” To wit:“ “Yield spreads are critical to understanding market...

Stocks Week Ahead: Tariff Confusion, Tax Day May Spark Another Volatility Surge By Michael Kramer - 23 hours ago

The misinformation age has gone from bad to worse, which means the onus is on all of us to read reports thoroughly, not just the headlines and what is being talked about on social...

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	597.55B	-4.28	9.05	12.49
Fidelity Contrafund	133.27B	-4.05	13.09	14.36
Fidelity Total Market Index Instl b	100.03B	-4.87	8.14	11.74
Fidelity International Index Inst	56.32B	7.95	6.78	5.63
Fidelity Blue Chip Growth	54.94B	-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	105.1B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	52.8B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-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	387.81	-0.16%
NVIDIA	US67066G1040	4.54	110.71	-0.20%
Apple	US0378331005	3.35	202.52	+2.21%
Amazon.com	US0231351067	2.66	182.12	-1.49%
Meta Platforms	US30303M1027	2.02	531.48	-2.22%

Technical Summary

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

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