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Fidelity Balanced Fund - Class K (FBAKX)

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28.80 +0.03 +0.10%

08/05 - 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: 8.21B

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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 Change0.95%

Prev. Close28.77

Risk Rating

TTM Yield1.89%

ROE30.83%

IssuerFidelity Investments

Turnover44%

ROA15.45%

Inception DateMay 09, 2008

Total Assets8.21B

Expenses0.40%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

BTIG's Krinsky sees 'a very poor near-term risk/reward' for S&P 500 By Investing.com - 2 hours ago

Investing.com -- BTIG’s Jonathan Krinsky warned that the S&P 500 may be nearing a tactical top, citing stretched technicals and an overly optimistic run-up ahead of a high-stakes...

National Economic Council director hints at more trade deals By Investing.com - 4 hours ago

Investing.com -- National Economic Council Director, Hassett, in his recent remarks, has indicated that more trade agreements similar to the UK deal are on the horizon. During his...

U.S. importers have borne the burden of tariff costs so far - Barclays By Investing.com - 4 hours ago

Investing.com - U.S. importers have largely borne the burden of President Donald Trump's sweeping tariff agenda, according to analysts at Barclays (LON:BARC). Writing in a note...

Fidelity Balanced Fund - Class K Analysis

European and US Futures Show Mixed Movement Ahead of Key Trade Developments By Naeem Aslam - 10 hours ago

Stock futures are showing a mixed stance this Friday, with investors cautiously optimistic about the potential progress stemming from the newly outlined U.S.-United Kingdom...

S&P 500 Calm May Be Deceptive as Reversal Signs Build at Resistance By Michael Kramer - 12 hours ago

It was an interesting day in the market, with significant price swings, soaring inflation expectations, rising rates, and even the dollar moving higher. The US-UK trade doesn’t...

Market Is Tepid Over China Developments: 3 Takeaways By Lance Roberts - May 08, 2025

Treasury Secretary Scott Bessent has said that he will meet with Chinese officials in Switzerland to begin trade talks with China. A month ago, when markets were grossly oversold,...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	971	953	1087	1280	1712	2386
Fund Return	-2.91%	-4.72%	8.7%	8.57%	11.36%	9.08%
Place in category	409	379	220	58	13	10
% in Category	85	77	45	15	5	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	593.97B	-4.28	9.05	12.49
Fidelity Contrafund	133.44B	-4.05	13.09	14.36
Fidelity Total Market Index Instl b	99.37B	-4.87	8.14	11.74
Fidelity International Index Inst	58.83B	7.95	6.78	5.63
Fidelity Blue Chip Growth	54.71B	-13.06	10.03	15.84

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.32B	-0.23	6.19	8.03
Vanguard Wellington Admiral	94.12B	-1.64	5.79	8.17
American Funds American Balanced R6	54.67B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	44.28B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	436.60	-0.36%
NVIDIA	US67066G1040	4.54	116.32	-0.90%
Apple	US0378331005	3.35	198.10	+0.31%
Amazon.com	US0231351067	2.66	192.09	+0.01%
Meta Platforms	US30303M1027	2.02	594.20	-0.64%

Technical Summary

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

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