Nasdaq - Delayed Quote
USD
Fidelity Balanced (FBALX)
31.72
+0.07
(+0.22%)
At close: November 6 at 8:08:56 PM EST
Loading chart for FBALX
- 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
Performance Overview
View MoreTrailing returns as of 11/5/2026. Category is Allocation--50% to 70% Equity.
Holdings
View MoreSector Weightings
Sector
FBALX
Technology
36.82%
Financial Services
12.24%
Communication Services
10.05%
Consumer Cyclical
9.45%
Healthcare
9.37%
Industrials
8.47%
Consumer Defensive
4.48%
Energy
3.54%
Utilities
1.87%
Basic Materials
1.86%
Real Estate
1.83%
