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Fidelity Balanced Fund - Class K (FBAKX)

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30.19 -0.01 -0.03%

20/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

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 Change16.38%

Prev. Close30.2

Risk Rating

TTM Yield1.82%

ROE31.01%

IssuerN/A

Turnover24%

ROA15.56%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap275.31B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

Trump admin could be harder on short-sellers, Carson Block says By Investing.com - 4 hours ago

Investing.com -- Carson Block, founder of Muddy Waters (NYSE:WAT) Capital, predicts that short-sellers might face increased scrutiny under the Trump administration. Speaking with...

Top Fed official warns US more susceptible to inflation shocks, FT reports By Investing.com - 9 hours ago

Investing.com -- A senior Federal Reserve official has warned that the US economy is now more susceptible to inflationary shocks, as businesses prepare for potential economic...

Wells Fargo raises S&P 500 year-end 2025 target to 6500-6700 range By Investing.com - 11 hours ago

Investing.com -- Wells Fargo (NYSE:WFC) Investment Institute has raised its year-end 2025 target for the S&P 500 index to 6500-6700, reflecting expectations for stronger...

Fidelity Balanced Fund - Class K Analysis

What Next After 'Trump Trade' Sends Investors Into Overdrive? By Lance Roberts - Nov 18, 2024

A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...

S&P 500, Nasdaq: Trump Hangover Selloff Not Enough to Change Technical Outlook By Declan Fallon - Nov 18, 2024

With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...

S&P 500: Stellar Earnings, Profit Growth to Propel Index to 10K by End of Decade? By Ed Yardeni - Nov 17, 2024

In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500 earnings as well as our price targets for the index. We did so because we believe that Trump 2.0...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1140	1024	1276	1154	1733	2504
Fund Return	13.96%	2.43%	27.59%	4.89%	11.62%	9.61%
Place in category	73	115	64	84	9	12
% in Category	13	18	11	15	3	3

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	592.67B	20.96	9.07	12.99
Fidelity Contrafund	128.94B	30.86	9.80	15.03
Fidelity Contrafund K	128.94B	30.89	9.88	15.12
Fidelity Total Market Index Instl b	100.61B	19.75	7.53	12.38
Fidelity Blue Chip Growth	62.16B	28.77	6.99	17.42

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.15B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.21B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced A	42.26B	13.59	4.45	9.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.30	412.87	-0.43%
NVIDIA	US67066G1040	4.64	146.67	+0.53%
Apple	US0378331005	3.35	228.52	-0.21%
Amazon.com	US0231351067	2.69	198.38	-2.22%
Meta Platforms	US30303M1027	1.94	563.09	-0.43%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	30.19	-0.01	-0.03%