Nasdaq - Delayed Quote • USD
Fidelity Balanced K (FBAKX)
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.29% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 4.09% |
| 5y Average Return | 10.47% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FBAKX | Category Average | FBAKX | Category Average | FBAKX | Category Average | |
| Alpha | 3.9 | -0.01 | 4.56 | -0.01 | 3.04 | -0 |
| BETA | 1.07 | 0.01 | 1.12 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 1.01 | 0.01 | 0.83 | 0.01 |
| R-squared | 92.62 | 0.93 | 94.45 | 0.92 | 93.71 | 0.92 |
| Standard Deviation | 13.81 | 0.13 | 14.32 | 0.1 | 11.64 | 0.09 |
| Sharpe Ratio | 0.32 | 0.01 | 0.7 | 0.01 | 0.73 | 0.01 |
| Treynor Ratio | 3.34 | 0.09 | 8.52 | 0.09 | 7.2 | 0.07 |
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