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Fidelity Balanced Fund (FBALX)

US Funds

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30.19 -0.01 -0.03%

20/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 42.26B

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 Change16.38%

Prev. Close30.2

Risk Rating

TTM Yield1.75%

ROE31.01%

IssuerFidelity Investments

Turnover24%

ROA15.56%

Inception DateNov 06, 1986

Total Assets42.26B

Expenses0.49%

Min. Investment2,500

Market Cap275.31B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund Share News Today

Wells Fargo raises S&P 500 year-end 2025 target to 6500-6700 range By Investing.com - 24 minutes ago

Investing.com -- Wells Fargo (NYSE:WFC) Investment Institute has raised its year-end 2025 target for the S&P 500 index to 6500-6700, reflecting expectations for stronger...

Morgan Stanley CEO optimistic about stock market, expects US economy to outperform By Investing.com - 38 minutes ago

Investing.com -- Morgan Stanley (NYSE:MS) CEO Ted Pick shared an upbeat outlook for the stock market on Thursday, voicing confidence in the US economy's prospects for...

What could Trump 2.0 mean for global trade? By Investing.com - 19 hours ago

Investing.com -- A second Trump administration could bring significant shifts to global trade policy, signaling a return to the assertive and transactional approach seen during...

Fidelity Balanced Fund Analysis

Buyers Defend 20-Day MAs in Russell 2000, S&P and Nasdaq By Declan Fallon - Nov 20, 2024

After days of selling triggered by escalating events in Ukraine there was at least a modicum of relief for markets as buyers stepped in at 20-day MAs across lead indices. Because...

What Next After 'Trump Trade' Sends Investors Into Overdrive? By Lance Roberts - Nov 18, 2024

A Pause That Refreshes? Last week, we discussed that with the election over and the Federal Reserve cutting interest rates, many market headwinds were put behind us. To wit; “As...

S&P 500, Nasdaq: Trump Hangover Selloff Not Enough to Change Technical Outlook By Declan Fallon - Nov 18, 2024

With the election over the hangover has kicked in. Markets liked the result, but it was too much too fast. Sizable breakout gaps have delivered moves back into these zones. True...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1139	1024	1275	1151	1726	2484
Fund Return	13.91%	2.42%	27.5%	4.81%	11.54%	9.52%
Place in category	76	120	66	93	12	15
% in Category	13	19	11	16	3	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	592.67B	20.96	9.07	12.99
Fidelity Contrafund	128.94B	30.86	9.80	15.03
Fidelity Contrafund K	128.94B	30.89	9.88	15.12
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

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.15B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.21B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced Fund Clas	42.26B	13.97	4.86	9.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.30	415.49	-0.55%
NVIDIA	US67066G1040	4.64	145.89	-0.76%
Apple	US0378331005	3.35	229.00	+0.32%
Amazon.com	US0231351067	2.69	202.88	-0.85%
Meta Platforms	US30303M1027	1.94	565.52	+0.79%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	30.19	-0.01	-0.03%