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Fidelity Balanced Fund - Class K (FBAKX)

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30.19 +0.22 +0.73%

21/01 - 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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Technical Chart

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Rating

1-Year Change10.47%

Prev. Close29.97

Risk Rating

TTM Yield1.80%

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

US stock futures up after Trump-induced Wall St gains; Netflix soars on strong Q4 By Investing.com - 3 hours ago

Investing.com-- U.S. stock index futures edged higher on Tuesday evening after gains on Wall Street, as investors assessed new President Donald Trump’s policies, while...

Stock market today: S&P 500 closes higher on Trump-fueled optimism By Investing.com - 7 hours ago

Investing.com - The S&P 500 closed higher Tuesday, as expectations for President Donald Trump's policies to accelerate economic growth stoked bullish bets on stocks. At 4:00 p.m....

Morgan Stanley looks at the defense sector amid DOGE threat By Investing.com - 9 hours ago

Fidelity Balanced Fund - Class K Analysis

Banks Kick Q4 Earnings Season Off with a Bang As CEO Sentiment Improves By Christine Short - 14 hours ago

Banks such as JPM, C and GS started the earnings season off on a positive note when all beat expectations on the top and bottom lines. The pre-peak Late Earnings Report Index...

Are Return Expectations for 2025 Too High? By Lance Roberts - 18 hours ago

In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500 index. To wit: “We have some early indications of Wall Street targets for the S&P...

Russell 2000 Tags Resistance as S&P 500 Breakouts By Declan Fallon - Jan 20, 2025

Friday was a bit of a mixed bag. It was good to see the S&P 500 breakout, but it also coincided with a Russell 2000 (IWM) that closed on a 'black' candlestick at downward...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1161	1006	1161	1157	1678	2519
Fund Return	16.13%	0.62%	16.13%	4.98%	10.91%	9.68%
Place in category	51	61	51	64	10	13
% in Category	11	15	11	12	3	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	619.45B	25.00	8.93	13.09
Fidelity Contrafund	128.94B	35.97	10.77	15.29
Fidelity Contrafund K	128.94B	36.05	10.85	15.38
Fidelity Total Market Index Instl b	104.68B	23.88	7.94	12.50
Fidelity Blue Chip Growth	67.04B	39.70	10.19	18.10

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.72B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.04B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced A	42.26B	15.67	4.56	9.22

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	428.50	-0.12%
NVIDIA	US67066G1040	4.54	140.83	+2.27%
Apple	US0378331005	3.35	222.64	-3.19%
Amazon.com	US0231351067	2.66	230.71	+2.11%
Meta Platforms	US30303M1027	2.02	616.46	+0.60%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	30.19	+0.22	+0.73%