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    Fidelity Balanced (FBALX)

    23.23 Down 0.20(0.85%) May 5
    Prev Close:23.23
    YTD Return*:2.54%
    Net Assets*:28.85B
    Yield*:1.43%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.79N/A
    Fidelity Cent Invt Portfolios2.53N/A
    US Treasury Note 0.265%1.60N/A
    Fannie Mae 3.5% 30 Year1.40N/A
    C1.29N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:28.85B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.56%

    Performance & Risk

    YTD Return:2.54%
    5y Avg Return:10.91%
    Rank in Category (ytd):50
    % Rank in Category (ytd):5.24%
    Beta (3y):1.00
    Morningstar Risk Rating:4

    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, when its outlook is neutral. 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. View More
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