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Fidelity Balanced Fund (FBALX)

US Funds

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29.50 +0.02 +0.07%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 38.46B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

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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. (ISIN: US3163452069)

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Technical Chart

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Rating

1-Year Change17.36%

Prev. Close29.48

Risk Rating

TTM Yield1.62%

ROE30.03%

IssuerFidelity Investments

Turnover26%

ROA14.80%

Inception DateNov 06, 1986

Total Assets38.46B

Expenses0.49%

Min. Investment2,500

Market Cap266.43B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund Share News Today

Investing.com poll: What will the Fed do with interest rates on Thursday? By Investing.com - 13 hours ago

Investing.com -- With the Federal Reserve set to announce its latest interest rate decision this Thursday, Investing.com's latest poll is aiming to measure expectations on the...

US macro, earnings are 'a bigger influence' on markets than election: Citi By Investing.com - 13 hours ago

Investing.com -- As the U.S. election approaches, Citi analysts report that markets are not following the typical patterns seen in previous election cycles, suggesting that U.S....

S&P 500 having same returns in 2025 as achieved in 2024 'may be difficult' By Investing.com - 15 hours ago 1

Investing.com -- Achieving the same market returns for the S&P 500 in 2025 as this year “may be difficult,” according to institutional broker-dealer Strategas. In a report released...

Fidelity Balanced Fund Analysis

Nvidia Replaces Intel in Dow Jones: AI Revolution Reshapes Wall Street By Adam Harris - 18 hours ago

In a seismic shift reflecting the artificial intelligence revolution, Nvidia (NASDAQ:NVDA) - this year's poster child for the AI boom - will replace semiconductor pioneer Intel...

Volatility Surge Signals Event Risk Ahead of NFP - Data May Trigger Squeeze Rally By Michael Kramer - Nov 01, 2024 2

Stocks finished the day lower as technology stocks took a hit following Microsoft (NASDAQ:MSFT) and Meta’s results. Amazon (NASDAQ:AMZN) and Apple (NASDAQ:AAPL) report results...

No, the Markets Are NOT Rallying in Anticipation of a Trump Win By Adam Harris - Oct 31, 2024

Recent market rallies have sparked debate about their underlying drivers, with some commentators attributing the momentum to potential election outcomes. However, a deeper...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1154	1047	1268	1225	1783	2563
Fund Return	15.38%	4.75%	26.76%	6.99%	12.26%	9.87%
Place in category	65	630	66	64	11	13
% in Category	11	80	11	14	3	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	592.67B	22.06	11.90	13.37
Fidelity Contrafund	136.16B	31.29	12.42	15.24
Fidelity Contrafund K	12.16B	31.38	12.49	15.34
Fidelity Total Market Index Instl b	100.61B	20.61	10.15	12.77
Fidelity Blue Chip Growth	62.16B	28.02	9.46	17.68

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.12B	14.57	6.92	8.44
Vanguard Wellington Admiral	100.41B	13.87	6.17	8.69
American Funds American Balanced R6	54.73B	14.83	7.25	8.77
Vanguard Balanced Index Adm	46.77B	14.11	5.56	8.54
Fidelity Balanced K	8.87B	15.42	7.06	9.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.26	408.46	-0.47%
NVIDIA	US67066G1040	4.55	136.05	+0.48%
Apple	US0378331005	3.22	222.01	-0.40%
Amazon.com	US0231351067	2.87	195.78	-1.09%
Alphabet A	US02079K3059	1.93	169.24	-1.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	29.50	+0.02	+0.07%