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Fidelity Balanced Fund - Class K (FBAKX)

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30.07 -0.33 -1.09%

21/02 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 42.26B

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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 Change7.13%

Prev. Close30.4

Risk Rating

TTM Yield1.77%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

Stock market today: S&P 500 in bloodbath as economic jitters intensify By Investing.com - 6 hours ago

Investing.com - The S&P 500 slumped Friday, ending the week with a loss as soft data flagging worries about the economy triggered a sea of red of across stock. At 4:00 p.m....

US economic growth set to slow in second half, says billionaire Steve Cohen By Investing.com - 8 hours ago

Investing.com -- US economic growth is expected to decelerate in the second half of the year, according to billionaire Steve Cohen. His prediction is based on the potential impact...

U.S. business activity came close to stalling in February, S&P Global survey shows By Investing.com - 12 hours ago

Investing.com - U.S. business activity came close to stalling in February as a fresh decline in services output offset faster -- albeit temporary -- growth in manufacturing,...

Fidelity Balanced Fund - Class K Analysis

Tariffs May Pose Greater Threat to Corporate Profitability Than Inflation By Lance Roberts - 17 hours ago

For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization...

S&P 500 Earnings Strong, but Investors Still Wary of Trade and Tariff Risks By Christine Short - Feb 20, 2025

Economic and corporate uncertainties are elevated as we progress through the first quarter. There’s no getting around it, tariffs are the headliner no matter where you go....

S&P 500 Pushes Through Bull Trap; Nasdaq Could Try to Follow Up Today By Declan Fallon - Feb 20, 2025

The S&P 500 ticked all the boxes as it closed above the 'bull trap' in a fresh breakout that came with a higher volume accumulation. It was a solid statement of intent for...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1038	1168	1236	1695	2596
Fund Return	1.89%	3.83%	16.81%	7.33%	11.13%	10.01%
Place in category	624	154	88	52	11	15
% in Category	82	24	14	11	4	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	638.76B	2.78	11.89	13.75
Fidelity Contrafund	128.94B	5.42	16.00	16.05
Fidelity Contrafund K	128.94B	5.45	16.08	16.15
Fidelity Total Market Index Instl b	108.28B	3.06	11.30	13.16
Fidelity Blue Chip Growth	68.75B	2.25	15.58	18.45

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.89B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	57.09B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced	42.26B	1.89	7.25	9.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	408.21	-1.90%
NVIDIA	US67066G1040	4.54	134.43	-4.05%
Apple	US0378331005	3.35	245.55	-0.11%
Amazon.com	US0231351067	2.66	216.58	-2.83%
Meta Platforms	US30303M1027	2.02	683.55	-1.62%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	30.07	-0.33	-1.09%