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Fidelity Balanced Fund (FBALX)

US Funds

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30.77 +0.20 +0.65%

26/06 - 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 Holdings

Comprehensive information about top holdings and Key Holding Information for the Fidelity Balanced (FBALX) fund. Our Fidelity Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	62.17	62.17	0.00
Bonds	37.97	38.94	0.97
Preferred	0.01	0.01	0.00
Other	0.40	0.48	0.08

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.47	18.53
Price to Book	3.98	3.22
Price to Sales	2.69	2.20
Price to Cash Flow	13.74	12.19
Dividend Yield	1.40	1.94
5 Years Earnings Growth	10.56	11.02

Sector Allocation

Name	Net %	Category Average
Technology	30.03	23.94
Financial Services	13.83	15.90
Healthcare	11.26	12.98
Consumer Cyclical	10.75	9.98
Communication Services	9.84	7.51
Industrials	7.90	10.17
Consumer Defensive	6.01	6.08
Energy	3.72	4.94
Utilities	2.53	3.22
Real Estate	2.26	3.40
Basic Materials	1.85	3.18

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,842

Number of short holdings: 24

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	4.82	201.08	+0.04%
NVIDIA	US67066G1040	3.97	157.75	+1.76%
Microsoft	US5949181045	3.92	495.88	-0.32%
Amazon.com	US0231351067	2.82	223.30	+2.85%
Alphabet A	US02079K3059	2.16	178.49	+2.85%
Meta Platforms	US30303M1027	1.80	733.63	+1.04%
United States Treasury Notes 4%	-	1.47	-	-
Exxon Mobil	US30231G1022	1.09	109.38	-0.55%
United States Treasury Notes 3.875%	-	1.02	-	-
United States Treasury Bonds 4.25%	-	0.97	-	-

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

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