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Fidelity Balanced (FBALX)On Nov 6: 15.88  Up 0.02 (0.13%)  
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Profile  As of 30-Sep-09Get Profile for:
Fidelity Balanced
82 Devonshire Street Mailzone Z1c Boston MA 02109
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Phone: 800-544-6666
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:Fidelity Investments
Net Assets:17.79B
Year-to-Date Return:23.31%
Yield:2.33%
Morningstar Rating:4 stars
Fund Inception Date:06-Nov-86
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
View Top Moderate Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
FBALX can be purchased from 14 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. 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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseFBALXCategory
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
* Per $10,000 invested


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