Fidelity Balanced
82 Devonshire Street Mailzone Z1c Boston MA 02109
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Phone: 800-544-6666
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 17.79B | | Year-to-Date Return: | 23.31% | | Yield: | 2.33% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-86 |
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George A. Fischer
Lead Manager since
31-Mar-04 | | | Fischer is vice president and manager of Fidelity. Since joining Fidelity Investments in 1989, Fischer has worked as a research analyst and portfolio manager. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. 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 and Fidelity's central funds. |
| Last Dividend
(2-Oct-09):
| 0.11 | | Last Cap Gain
(3-Oct-08):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | FBALX | Category
Avg | | Total Expense Ratio: | 0.61%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 195 | $632 | | 5 Yr Expense Projection*: |
$ 340 | $951 | | 10 Yr Expense Projection*: |
$ 762 | $1,857 |
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0.17% Nasdaq 0.00%
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