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Fidelity Balanced (FBALX)

24.42 Up 0.10(0.41%) Sep 18

Profile as of Aug 30, 2014Get Profile for:
Fidelity Balanced
Fidelity Puritan Trust82 Devonshire StreetBoston, MA 02109
Phone: 800-544-8544
Fund Overview 
Category:Moderate Allocation
Fund Family:Fidelity Investments
Net Assets:26.94B
Year-to-Date Return:8.13%
Morningstar Rating:4 stars
Fund Inception Date:Nov 6, 1986
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Pramod Atluri
Lead Manager since Mar 1, 2012
Pramod Atluri is co-manager of Fidelity Investments. Since joining Fidelity Investments in 2004, Mr. Atluri has worked as an industrial research analyst, an asset allocation analyst, and a portfolio manager.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:200
FBALX can be purchased from 101 brokerages.

Fund Summary 
The investment seeks income and capital growth consistent with reasonable risk. 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, when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers.

Fund Operations 
Last Dividend (Jul 2, 2014) : 0.09
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 16, 2014) : 244.00%
Average for Category:40.71%
Fees & Expenses 
ExpenseFBALXCategory Avg
Annual Report Expense Ratio (net):0.57%0.93%
Prospectus Net Expense Ratio:0.58%N/A
Prospectus Gross Expense Ratio:0.58%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.28%
Max Deferred Sales Load: N/A2.50%
3 Yr Expense Projection*:186580
5 Yr Expense Projection*:324890
10 Yr Expense Projection*:7261,770
* Per $10,000 invested