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Fidelity Balanced Fund - Class K (FBAKX)

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32.96 +0.06 +0.18%

06/10 - 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: 8.71B

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FBAKX Overview

Find basic information about the Fidelity Balanced Fund - Class K 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 FBAKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.14%

Prev. Close32.9

Risk Rating

TTM Yield1.72%

ROE33.65%

IssuerFidelity Investments

Turnover44%

ROA16.86%

Inception DateMay 09, 2008

Total Assets8.71B

Expenses0.40%

Min. InvestmentN/A

Market Cap364.57B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

S&P 500 price target lifted at Jefferies on strong earnings season By Investing.com - Aug 25, 2025

Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...

BofA warns Fed risks policy mistake with early rate cuts By Investing.com - Aug 23, 2025

Investing.com -- Bank of America warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s dovish tone...

Barclays now sees two Fed cuts this year, says jumbo Fed cuts 'very unlikely' By Investing.com - Aug 23, 2025

Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...

Fidelity Balanced Fund - Class K Analysis

Stocks Week Ahead: Will the S&P 500 Rally Extend Into the New Week? By Michael Kramer - Aug 25, 2025

I think it’s important to remember that stocks, bonds, and FX all have a volatility component, and they behave in a similar way. When volatility crashes, as it did on Friday,...

10 Rules to Navigate Excess Bullishness By Lance Roberts - Aug 23, 2025 1

There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment...

S&P 500 Elliott Wave Count Suggests Ongoing Primary-V With Higher Targets Ahead By Dr. Arnout ter Schure - Aug 22, 2025

In our previous update from July 31, see here, we anticipated for the S&P 500 (SPX), based on the Elliott Wave (EW) Principle, that “… now that the $6380-6460 zone has been...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1088	1076	1114	1492	1626	2772
Fund Return	8.8%	7.58%	11.35%	14.26%	10.21%	10.73%
Place in category	229	34	89	20	32	9
% in Category	37	9	14	8	10	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	681.82B	10.78	19.52	14.59
Fidelity Contrafund	160.4B	15.64	27.85	16.71
Fidelity Total Market Index Instl b	113.87B	10.54	18.84	13.93
Fidelity Blue Chip Growth	67.4B	10.09	28.45	18.90
Fidelity Growth Company	64.44B	10.78	27.12	19.87

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	122.79B	10.82	13.37	9.50
Vanguard Wellington Admiral	105.84B	10.19	13.05	9.77
American Funds American Balanced R6	62.26B	11.07	13.74	9.83
Vanguard Balanced Index Adm	49.29B	8.76	12.55	9.23
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.27	523.98	-0.87%
NVIDIA	US67066G1040	5.18	185.04	-0.27%
Apple	US0378331005	4.29	256.48	-0.08%
Amazon.com	US0231351067	3.06	221.78	+0.40%
Alphabet A	US02079K3059	2.86	245.76	-1.86%

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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