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Fidelity Balanced Fund (FBALX)
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9/21 12:03 PM
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30.19 - YTD Return 13.91%
- Expense Ratio 0.47%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 56.41B
- Beta (5Y Monthly) 1.04
- Yield 1.75%
- 5y Average Return --
- Holdings Turnover 24.00%
- Last Dividend 0.40
- Inception Date Nov 3, 1997
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
Fidelity Investments
Fund Family
Allocation--50% to 70% Equity
Fund Category
56.41B
Net Assets
1997-11-03
Inception Date
Performance Overview: FBALX
View MoreTrailing returns as of 11/20/2024. Category is Allocation--50% to 70% Equity.
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Holdings: FBALX
View MoreTop 7 Holdings (20.93% of Total Assets)
Sector Weightings
SectorFBALX
Technology 31.43%
Healthcare 12.66%
Financial Services 12.34%
Consumer Cyclical 10.11%
Communication Services 8.89%
Industrials 8.01%
Consumer Defensive 5.91%
Energy 3.61%
Utilities 2.60%
Real Estate 2.34%
Basic Materials 2.10%
Recent News: FBALX
View MoreResearch Reports: FBALX
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