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Fidelity Balanced Fund (FBALX)

US Funds

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27.34 -0.67 -2.39%

10/04 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.05B

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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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Rating

1-Year Change - 3.77%

Prev. Close28.01

Risk Rating

TTM Yield1.79%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets37.05B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Stock market today: S&P 500 in weekly win after wild week amid Trump tariff u-turn By Investing.com - 12 hours ago

Investing.com-- The S&P 500 climbed Friday, ending a volatile week higher, shrugging off increasing U.S.-China trade tensions and fresh signs of worry about the U.S. consumer as...

Don't trust the rebound as trade war far from over: MRB Partners By Investing.com - 14 hours ago

Investing.com -- US stocks racked up gains to round of positive week of wild trading action following President Donald Trump's tariff u-turn, but MRB Partners says the rebound...

U.S. consumer sentiment plunges in April as tariffs fuel growth, inflation fears By Investing.com - 18 hours ago

Investing.com - U.S. consumer sentiment plunged by 11% in April compared to the previous month, while year-ahead inflation expectations hit their highest mark since the early...

Fidelity Balanced Fund Analysis

S&P 500: The Pause Heard Around the World By Michael Lebowitz - 21 hours ago

US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for...

Bitcoin Bulls Eyeing a Comeback Under the Shadows of Escalating US-China Trade War By Günay Caymaz - 22 hours ago

US-China trade news has impacted Bitcoin market volatility. Holding $75,000 support is crucial for stability. A break above $82,300 could signal bullish...

Markets Seek V-Shaped Recovery, but Weak Technicals Keep Bulls in Check By Declan Fallon - Apr 11, 2025

After Wednesday's big recovery, it was going to be hard for markets to follow through Thursday, but I would be looking for a recovery bounce to challenge March swing lows before a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	973	973	1054	1181	1887	2377
Fund Return	-2.74%	-2.74%	5.36%	5.71%	13.54%	9.04%
Place in category	674	674	339	107	16	13
% in Category	91	91	46	18	5	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	597.55B	-4.28	9.05	12.49
Fidelity Contrafund	133.27B	-4.05	13.09	14.36
Fidelity Total Market Index Instl b	100.03B	-4.87	8.14	11.74
Fidelity International Index Inst	56.32B	7.95	6.78	5.63
Fidelity Blue Chip Growth	54.94B	-13.06	10.03	15.84

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	103.9B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	52.22B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	388.45	+1.86%
NVIDIA	US67066G1040	4.54	110.93	+3.12%
Apple	US0378331005	3.35	198.15	+4.06%
Amazon.com	US0231351067	2.66	184.87	+2.01%
Meta Platforms	US30303M1027	2.02	543.57	-0.50%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	27.34	-0.67	-2.39%
	Comgest Growth Ja.	15.040	+1.250	+9.06%