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Fidelity Balanced Fund - Class K (FBAKX)

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29.82 -0.08 -0.27%

30/10 - 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: 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 Change22.94%

Prev. Close29.9

Risk Rating

TTM Yield1.69%

ROE30.03%

IssuerFidelity Investments

Turnover26%

ROA14.80%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap266.43B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

Market can rally further from here, says UBS By Investing.com - 9 hours ago

Investing.com -- UBS analysts see room for further gains in equity markets, buoyed by solid fundamentals and supportive macroeconomic data. Despite recent declines— the Nasdaq fell...

Inflation gauge closely watched by the Federal Reserve slows as expected to 2.1% By Investing.com - 10 hours ago

Investing.com -- An inflation metric closely monitored by the Federal Reserve slowed as expected in the year to September, potentially bolstering the case for the central bank to...

Trump tariffs would trigger more volatility in Europe than US, JPM says By Investing.com - 11 hours ago

Investing.com -- JPMorgan analysts said in a note Thursday that a potential victory for former President Donald Trump in the 2024 U.S. presidential election would lead to new...

Fidelity Balanced Fund - Class K Analysis

Stocks, Rates Near Key Technical Junction - Which Will Break Out First? By Michael Kramer - 16 hours ago

In terms of breadth, yesterday was a fairly-balanced down day, with about 270 stocks down in the S&P 500 and around 230 higher. The index has traded chiefly sideways since it...

Nasdaq, S&P 500 Face Further Pressure as Yesterday's Late Selloff Hurts Technicals By Declan Fallon - 16 hours ago

Markets started brightly yesterday but that was it. Heading into the final hour of trading it turned into a bit of a free-fall. The Russell 2000 (IWM) took the worst of the pain,...

S&P 500 Bulls Eye Breakout - Here’s What Could Confirm the Next Leg Higher By Declan Fallon - Oct 29, 2024

The S&P 500 could not clear the narrow 'bull flag' it looks to be shaping - as long as the 20-day MA remains as support. A worrying expansion in the 'sell' trigger for...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1154	1048	1268	1227	1789	2583
Fund Return	15.42%	4.76%	26.8%	7.06%	12.34%	9.95%
Place in category	63	626	64	53	6	11
% in Category	11	79	10	11	2	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	599.39B	22.06	11.90	13.37
Fidelity Contrafund	128.94B	31.29	12.42	15.24
Fidelity Contrafund K	128.94B	31.38	12.49	15.34
Fidelity Total Market Index Instl b	100.71B	20.61	10.15	12.77
Fidelity Blue Chip Growth	62.02B	28.02	9.46	17.68

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.29B	14.57	6.92	8.44
Vanguard Wellington Admiral	100.41B	13.87	6.17	8.69
American Funds American Balanced R6	55.34B	14.83	7.25	8.77
Vanguard Balanced Index Adm	46.77B	14.11	5.56	8.54
Fidelity Balanced	42.26B	15.38	6.99	9.87

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.26	406.35	-6.03%
NVIDIA	US67066G1040	4.55	132.76	-4.72%
Apple	US0378331005	3.22	225.68	-1.92%
Amazon.com	US0231351067	2.87	186.40	-3.28%
Alphabet A	US02079K3059	1.93	171.11	-1.92%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	29.82	-0.08	-0.27%