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Fidelity Balanced Fund - Class K (FBAKX)

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28.47 -0.23 -0.80%

13/03 - 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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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. (ISIN: US3163456029)

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Rating

1-Year Change0.7%

Prev. Close28.7

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 Share News Today

S&P 500 rebounds after correction, shrugging off trade war, consumer concerns By Investing.com - 54 minutes ago 1

Investing.com -- The S&P 500 rallied Friday, a day after entering correction as tech stocks racked up gains, shrugging off ongoing trade war worries and a sharp decline in consumer...

Bearish sentiment among retail investors hits new milestone amid tariff worries By Investing.com - 3 hours ago 1

Investing.com -- The just-released American Association of Individual Investors (AAII) Sentiment Survey revealed a rise in pessimism among individual investors regarding the...

U.S. consumer sentiment dips in March as inflation expectations rise, survey shows By Investing.com - 3 hours ago

Investing.com - U.S. consumer sentiment deteriorated by more than expected in March, while year-ahead expectations for inflation jumped to their highest level since November 2022,...

Fidelity Balanced Fund - Class K Analysis

Are We Witnessing the Unfold of a Broad Rotation From Growth Into Value? By Michael Lebowitz - 6 hours ago

In hindsight, markets are easy to assess, yet extremely challenging to forecast. For example, as we will show, it’s undeniable that value, particularly large-cap value stocks,...

Berkeley Stock Gains Investor Interest with 6.7% Yield, Shareholder Focus By Richard J. Hunter - 9 hours ago

In a brief trading statement, which will do little to move the dial, Berkeley (LON:BKGH) reaffirmed its previous guidance and reiterated its commitment to the new “Berkeley 2035”...

Market Keeps Searching for the Trump Put—But It May Not Come By Michael Kramer - 9 hours ago

It was another rough day. Stocks fell again as the market searched tirelessly to find the level at which the Trump administration could no longer endure the pain. From listening...

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	108.39B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.03	7.26	8.46
American Funds American Balanced R6	54.22B	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	387.46	+2.29%
NVIDIA	US67066G1040	4.54	120.73	+4.46%
Apple	US0378331005	3.35	212.54	+1.36%
Amazon.com	US0231351067	2.66	197.28	+1.75%
Meta Platforms	US30303M1027	2.02	603.90	+2.34%

Technical Summary

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

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