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Fidelity Balanced Fund (FBALX)

US Funds

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31.39 +0.10 +0.32%

25/07 - 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: 39.28B

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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 Change6.73%

Prev. Close31.29

Risk Rating

TTM Yield1.69%

ROE32.23%

IssuerFidelity Investments

Turnover44%

ROA15.08%

Inception DateNov 06, 1986

Total Assets39.28B

Expenses0.46%

Min. Investment2,500

Market Cap287.71B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Oppenheimer lifts S&P 500 target back to 7,100 By Investing.com - 2 hours ago

Investing.com -- Oppenheimer has reinstated its year-end price target for the S&P 500 to 7,100, citing recent trade deals that have eased market uncertainty. The firm had lowered...

Here's why BofA is looking out for a potential August rally in value stocks By Investing.com - 2 hours ago

Investing.com - The state of financial market conditions seems to be poised for a recovery, according to analysts at BofA Securities. In a note, the strategists said their internal...

Tariff-fueled inflation seen weighing on lower income spending - Morgan Stanley By Investing.com - 3 hours ago

Investing.com - Elevated U.S. tariffs could spark inflation that will slow spending more for lower income cohorts than those making top-end salaries, according to analysts at ...

Fidelity Balanced Fund Analysis

Magnificent 7 Diverge as Peak Earnings Season Puts Spotlight on Big Tech By Christine Short - 1 hour ago

As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this...

S&P 500: Can Bulls Keep the Winning Streak Alive Amid Rising Risks? By Lance Roberts - 6 hours ago

The S&P 500 closed the week at 6,388.64, notching another fresh record high and extending one of the longest weekly winning streaks in the past three years. This persistent...

Global Investors Are Quietly Powering the US Market Rally By Ed Yardeni - 8 hours ago

Foreign Buyers I: Loading Up on US Treasuries & Equities. The phrase "I have always depended on the kindness of strangers" is a famous line from Tennessee Williams' play, A...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1053	1083	1109	1484	1727	2570
Fund Return	5.3%	8.26%	10.94%	14.06%	11.55%	9.9%
Place in category	265	73	190	23	19	11
% in Category	48	14	38	7	7	6

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	665.84B	6.20	19.70	13.63
Fidelity Contrafund	153.33B	11.81	28.39	16.00
Fidelity Total Market Index Instl b	111.51B	5.68	19.09	12.90
Fidelity International Index Inst	64.89B	20.59	16.23	6.71
Fidelity Blue Chip Growth	64.78B	4.18	29.97	17.91

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	117.61B	8.11	12.92	8.94
Vanguard Wellington Admiral	101.56B	6.79	12.77	9.12
American Funds American Balanced R6	59.8B	8.27	13.27	9.27
Vanguard Balanced Index Adm	47.13B	5.40	12.47	8.62
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	5.15	214.45	+0.27%
Microsoft	US5949181045	4.83	512.39	-0.26%
NVIDIA	US67066G1040	3.81	174.97	+0.84%
Amazon.com	US0231351067	2.88	233.78	+1.01%
Alphabet A	US02079K3059	2.12	191.83	-0.70%

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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