Nasdaq - Delayed Quote USD

Fidelity Balanced (FBALX)

27.91 -0.03 (-0.11%)
As of 8:06 AM EDT. Market Open.

Fund Summary

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 Balanced

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Fidelity Investments
Net Assets 45.89B
YTD Return 7.13%
Yield 1.56%
Morningstar Rating
Inception Date Nov 06, 1986

Fund Operations

Last Dividend 0.12
Last Cap Gain 18.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense FBALX Category Average
Annual Report Expense Ratio (net) 0.47% 0.84%
Prospectus Net Expense Ratio 0.47% --
Prospectus Gross Expense Ratio 0.47% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kaye is a vice president and portfolio manager with Fidelity Management & Research. Previously, he was head of Fidelity Select Portfolios and assistant director of research. Since joining Fidelity Investments in 1985, Mr. Kaye has worked as a research analyst, assistant director of equity research, and portfolio manager. Before joining the firm, he spent two years as a research analyst with Strategic Planning Associates.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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