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Fidelity Balanced (FBALX)
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27.68 - YTD Return 7.13%
- Expense Ratio 0.47%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 45.89B
- Beta (5Y Monthly) 1.07
- Yield 1.56%
- 5y Average Return --
- Holdings Turnover 29.00%
- Last Dividend 0.12
- Inception Date Nov 6, 1986
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
Fidelity Investments
Fund Family
Allocation--50% to 70% Equity
Fund Category
45.89B
Net Assets
1986-11-06
Inception Date
Performance Overview: FBALX
Trailing returns as of 4/18/2024. Category is Allocation--50% to 70% Equity.
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Holdings: FBALX
Top 6 Holdings (17.48% of Total Assets)
Sector Weightings
SectorFBALX
Technology 29.63%
Healthcare 13.09%
Financial Services 12.47%
Consumer Cyclical 10.66%
Communication Services 8.99%
Industrials 8.12%
Consumer Defensive 6.24%
Energy 4.05%
Real Estate 2.32%
Utilities 2.28%
Basic Materials 2.17%
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