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Fidelity Balanced Fund (FBALX)

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30.19 -0.01    -0.03%
20/11 - 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
Fidelity Balanced 30.19 -0.01 -0.03%

FBALX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fidelity Balanced (FBALX) fund. Our Fidelity Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Stocks 64.26 64.26 0.00
Bonds 35.74 36.52 0.78
Preferred 0.01 0.01 0.00
Other 0.26 0.42 0.16

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.64 18.46
Price to Book 4.08 3.16
Price to Sales 2.83 2.19
Price to Cash Flow 15.15 12.26
Dividend Yield 1.23 1.99
5 Years Earnings Growth 12.83 11.57

Sector Allocation

Name  Net % Category Average
Technology 31.43 23.56
Healthcare 12.66 13.32
Financial Services 12.34 15.03
Consumer Cyclical 10.11 9.82
Communication Services 8.89 7.28
Industrials 8.01 10.41
Consumer Defensive 5.91 6.29
Energy 3.61 5.20
Utilities 2.60 3.21
Real Estate 2.34 4.42
Basic Materials 2.10 3.44

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5,186

Number of short holdings: 16

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.30 414.06 -0.14%
  NVIDIA US67066G1040 4.64 145.26 -0.43%
  Apple US0378331005 3.35 226.96 -0.89%
  Amazon.com US0231351067 2.69 201.18 -0.84%
  Meta Platforms US30303M1027 1.94 558.99 -1.16%
  Alphabet A US02079K3059 1.73 166.98 -5.12%
United States Treasury Notes 4% - 1.39 - -
United States Treasury Notes 4.125% - 1.32 - -
  Eli Lilly US5324571083 1.27 745.07 -1.11%
  Exxon Mobil US30231G1022 1.10 121.35 +0.86%

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Total Market Index Instl b 100.61B 19.75 7.53 12.38
  Fidelity Blue Chip Growth 62.16B 28.77 6.99 17.42
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