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Fidelity Balanced K (FBAKX)

32.11 -0.34 (-1.05%)
At close: 8:08:20 PM EDT
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  • Previous Close 32.45
  • YTD Return 10.56%
  • Expense Ratio 0.39%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 65.34B
  • Beta (5Y Monthly) 0.94
  • Yield 1.59%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.43
  • Inception Date Oct 18, 2024

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

65.34B

Net Assets

2024-10-18

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Allocation--50% to 70% Equity.

YTD Return

FBAKX
10.56%
Category
9.69%

1-Year Return

FBAKX
13.84%
Category
27.06%

3-Year Return

FBAKX
17.59%
Category
11.00%

5-Year Return

FBAKX
9.49%
Category
10.26%

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