Fidelity Balanced (FBALX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Fidelity Cent Invt Portfolios||2.53||N/A|
|US Treasury Note 0.265%||1.60||N/A|
|Fannie Mae 3.5% 30 Year||1.40||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.56%|
Performance & Risk
|5y Avg Return:||10.91%|
|Rank in Category (ytd):||50|
|% Rank in Category (ytd):||5.24%|
|Morningstar Risk Rating:||4|
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