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Fidelity Balanced Fund (FBALX)

US Funds

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28.69 -0.52 -1.78%

10/03 - 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: 42.26B

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FBALX Overview

Find basic information about the Fidelity Balanced Fund 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 FBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change1.24%

Prev. Close29.21

Risk Rating

TTM Yield1.72%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets42.26B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

US stock futures gain after Wall St losses amid Trump’s tariff flip-flop By Investing.com - 3 hours ago

Investing.com-- U.S. stock index futures inched higher on Tuesday evening following a continued sell-off on Wall Street, as investors grappled with uncertainty over President...

TSX falls on Trump's steel tariff increase By Investing.com - 7 hours ago

Investing.com - Canada's main stock index fell on Tuesday as investors assessed the impact of U.S. President Donald Trump's announcement of 25% increase on steel and aluminum...

Stock market today: S&P 500 closes lower as tit-for-tat tariffs stokes uncertainty By Investing.com - 7 hours ago

Investing.com - The S&P 500 cut some losses Tuesday after Canada backed away from its tariff hike on electricity exports to the U.S., but the tit-for-tat tariff war sowed...

Fidelity Balanced Fund Analysis

Stock Market Vigilantes Are on the Warpath By Ed Yardeni - 23 hours ago

The Stock Market Vigilantes have spoken. They don't like tariffs, and they don't like mass firings of federal workers. That's because they don't like stagflation, and they fear...

Russell 2000 Hits Measured Move Target as Selling Weakens: Buy Signal? By Declan Fallon - 23 hours ago

Looking for the positives when there aren't many. The Russell 2000 (IWM) was able to recover some of its intraday losses, finishing on the measured move target derived from the...

S&P 500: Deleveraging Process Appears to Have Picked Up Steam By Michael Kramer - 23 hours ago

It was a pretty rough day in the market. The S&P 500 finished down about 2.7%, but it could have been worse—we were trading as low as 5,560, about a 3.25% decline. The Nasdaq...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	991	1125	1250	1765	2466
Fund Return	1.39%	-0.94%	12.49%	7.72%	12.04%	9.45%
Place in category	636	512	157	56	9	15
% in Category	84	69	21	10	2	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	632.47B	1.44	12.54	12.97
Fidelity Contrafund	128.94B	3.52	17.24	15.17
Fidelity Contrafund K	128.94B	3.55	17.32	15.27
Fidelity Total Market Index Instl b	106.34B	1.12	11.54	12.30
Fidelity Blue Chip Growth	61.8B	-2.84	15.11	17.11

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.21B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.03	7.26	8.46
American Funds American Balanced R6	54.19B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	380.45	+0.08%
NVIDIA	US67066G1040	4.54	108.76	+1.66%
Apple	US0378331005	3.35	220.84	-2.92%
Amazon.com	US0231351067	2.66	196.59	+1.05%
Meta Platforms	US30303M1027	2.02	605.71	+1.29%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	28.69	-0.52	-1.78%