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Fidelity Balanced Fund (FBALX)

US Funds

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32.19 +0.19 +0.59%

24/10 - Closed. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 41.16B

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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	64.09	64.09	0.00
Bonds	36.16	37.16	1.00
Preferred	0.01	0.01	0.00
Other	0.36	0.44	0.08

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.40	19.17
Price to Book	4.42	3.32
Price to Sales	3.13	2.32
Price to Cash Flow	15.34	12.61
Dividend Yield	1.23	1.88
5 Years Earnings Growth	10.76	10.80

Sector Allocation

Name	Net %	Category Average
Technology	34.02	24.88
Financial Services	13.03	15.72
Consumer Cyclical	10.84	10.08
Communication Services	10.47	7.79
Healthcare	9.05	12.23
Industrials	8.34	10.22
Consumer Defensive	5.16	5.93
Energy	3.06	4.76
Utilities	2.30	3.24
Real Estate	2.00	3.23
Basic Materials	1.72	3.16

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,774

Number of short holdings: 21

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.79	186.26	+2.25%
Microsoft	US5949181045	5.52	523.61	+0.59%
Apple	US0378331005	4.14	262.82	+1.25%
Amazon.com	US0231351067	3.17	224.21	+1.41%
Alphabet A	US02079K3059	3.03	259.92	+2.70%
Meta Platforms	US30303M1027	2.20	738.36	+0.59%
United States Treasury Notes 4%	-	1.38	-	-
Broadcom	US11135F1012	1.37	354.13	+2.86%
United States Treasury Notes 3.875%	-	0.95	-	-
United States Treasury Bonds 4.25%	-	0.87	-	-

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	722.95B	14.82	24.92	15.29
Fidelity Contrafund	162.29B	18.66	32.68	17.26
Fidelity Total Market Index Instl b	120.49B	14.36	24.18	14.66
Fidelity Blue Chip Growth	71.08B	15.85	35.38	19.97
Fidelity Growth Company	69.53B	18.62	34.67	21.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	32.19	+0.19	+0.59%
	Sabadell Garanto.	10.609	0.000	0%