Fidelity Balanced
82 Devonshire Street Mailzone Z1c Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Moderate Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 17.37B | | Year-to-Date Return: | 21.23% | | Yield: | 2.41% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-86 |
|
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 |
|
| |
| 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
| 198.00% | | Average for Category:
| 81.32% |
|
| Expense | FBALX | Category
Avg | | Total Expense Ratio: | 0.68%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 218 | $631 | | 5 Yr Expense Projection*: |
$ 379 | $951 | | 10 Yr Expense Projection*: |
$ 847 | $1,858 |
|
|
0.34% Nasdaq 0.00%
Profile
