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Fidelity Balanced Fund - Class K (FBAKX)

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28.77 -0.20 -0.69%

18/03 - 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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FBAKX Overview

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

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Rating

1-Year Change2.19%

Prev. Close28.97

Risk Rating

TTM Yield1.78%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

US stock futures edge higher ahead of Fed rate decision; Telsa in spotlight By Investing.com - 2 minutes ago

Investing.com-- U.S. stock index futures edged higher Wednesday ahead of the conclusion of the latest Federal Reserve meeting, as investors seek more clarity about the health of...

Wall Street analyst explains why Big Tech selloff 'could be just about done' By Investing.com - 22 minutes ago

Investing.com -- Wells Fargo analyst Christopher Harvey said in a note Wednesday that he believes the recent selloff in mega-cap tech stocks may be nearing its end, citing a...

Fed meeting, Turkish turmoil, crude retreats - what's moving markets By Investing.com - 1 hour ago

Investing.com - The U.S. Federal Reserve concludes its latest policy meeting later in the session, and U.S. stock futures have edged higher in cautious trading ahead of the...

Fidelity Balanced Fund - Class K Analysis

Why S&P 500 Dips Are Prime Buying Opportunities By Charles-Henry Monchau - 5 hours ago

S&P 500 steady as US debt soars past defense spending. Here's what major has happened in the last seven days in charts. S&P 500 Corrections Are Generally Good Buying...

USD/JPY: Fed Decision to Set the Tone for the Pair as Carry Trade Risks Grow By Michael Kramer - 5 hours ago

Stocks gave back all of Monday's gains and a bit more, with the S&P 500 finishing yesterday lower just over 1%. Of course, today at 2 PM ET, we get the FOMC meeting decision,...

S&P 500, Nasdaq Near Critical Retest Levels - Will Buyers Defend the Lows? By Declan Fallon - 6 hours ago

With the selling pressure we have seen it was no surprise to see markets record a loss. The degree of selling was relatively modest, but it does put indices in a situation where...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	991	1126	1253	1772	2486
Fund Return	1.39%	-0.93%	12.56%	7.8%	12.12%	9.54%
Place in category	640	512	150	52	8	12
% in Category	83	69	21	11	2	4

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	109.72B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.93B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced	42.26B	1.39	7.72	9.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	383.52	-1.33%
NVIDIA	US67066G1040	4.54	115.43	-3.43%
Apple	US0378331005	3.35	212.69	-0.61%
Amazon.com	US0231351067	2.66	192.82	-1.49%
Meta Platforms	US30303M1027	2.02	582.36	-3.73%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	28.77	-0.20	-0.69%