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Fidelity Balanced Fund - Class K (FBAKX)

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31.61 +0.16 +0.51%

08/08 - 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 Change8.4%

Prev. Close31.45

Risk Rating

TTM Yield1.75%

ROE33.23%

IssuerFidelity Investments

Turnover44%

ROA16.14%

Inception DateMay 09, 2008

Total Assets8.71B

Expenses0.40%

Min. InvestmentN/A

Market Cap325.01B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

US stock futures muted after weekly gains on Wall St; CPI data on tap By Investing.com - 4 hours ago

Investing.com-- U.S. stock index futures were little changed on Sunday evening after Wall Street saw sharp weekly gains, with the Nasdaq reaching another record closing high, while...

60%+ gain in a week - Here's why our AI model picked this stock BEFORE it rallied By Investing.com - 19 hours ago

Investing.com -- As InvestingPro members already know well, our AI-powered stock picker has been consistently surfacing winning names before they rally by deploying a combination...

Trump team expands Fed chair candidate list with Bullard, Sumerlin - WSJ By Investing.com - Aug 08, 2025

Investing.com -- President Trump's team has added former St. Louis Fed President James Bullard and economic consultant Marc Sumerlin to the list of candidates being considered for...

Fidelity Balanced Fund - Class K Analysis

How Today’s Bull Market Compares to the Great Runs of the Past By Brian Gilmartin - Aug 09, 2025

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients, this summer and really the January ’25 meetings too,...

Dotcom Lessons Return: Why Low-Beta, High-Quality Stocks May Shine Again By Michael Lebowitz - Aug 09, 2025

Following the release of our article The High Beta Melt Up- Echoes of 1999, we received a few emails complaining that we left our readers hanging. They wanted to know how...

E-mini S&P 500 Gann Timing Warns of Market Crest Into Mid-August By Patrick MontesDeOca - Aug 08, 2025

The E-mini S&P 500 futures have entered a critical stretch where price, time, and cycle analysis converge into a tight decision window. From a price perspective, the bullish...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1071	1103	1118	1414	1681	2609
Fund Return	7.09%	10.31%	11.78%	12.24%	10.95%	10.06%
Place in category	207	29	87	26	18	10
% in Category	33	9	13	9	6	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	681.82B	8.58	17.09	13.65
Fidelity Contrafund	160.4B	15.36	26.02	15.97
Fidelity Total Market Index Instl b	113.87B	8.09	16.45	12.97
Fidelity Blue Chip Growth	67.4B	8.95	26.27	17.98
Fidelity Growth Company	64.44B	9.25	25.04	18.87

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	117.33B	9.08	11.61	8.84
Vanguard Wellington Admiral	101.56B	8.46	11.30	9.10
American Funds American Balanced R6	59.63B	9.30	11.97	9.17
Vanguard Balanced Index Adm	47.13B	6.79	10.62	8.62
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.40	522.04	+0.23%
Apple	US0378331005	4.63	229.35	+4.24%
NVIDIA	US67066G1040	4.56	182.70	+1.07%
Amazon.com	US0231351067	3.00	222.69	-0.20%
Alphabet A	US02079K3059	2.09	201.42	+2.49%

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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