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Fidelity Balanced (FBALX)

31.72 +0.07 (+0.22%)
At close: November 6 at 8:08:56 PM EST
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  • Previous Close 31.65
  • YTD Return 9.91%
  • Expense Ratio 0.44%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 64.16B
  • Beta (5Y Monthly) 0.96
  • Yield 1.62%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.42
  • 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

64.16B

Net Assets

2024-10-18

Inception Date

Performance Overview

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Trailing returns as of 11/5/2026. Category is Allocation--50% to 70% Equity.

YTD Return

FBALX
9.91%
Category
9.69%

1-Year Return

FBALX
10.69%
Category
27.06%

3-Year Return

FBALX
18.04%
Category
11.00%

5-Year Return

FBALX
8.23%
Category
10.26%

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