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    Fidelity Balanced (FBALX)

    22.40 Up 0.33(1.50%) Dec 17
    Prev Close:22.40
    YTD Return*:10.68%
    Net Assets*:27.74B
    Yield*:1.45%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for FBALX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.7145.33
    Fidelity Cent Invt Portfolios2.65-5.35
    GOOG2.1710.60
    Fannie Mae 3.5% 30 Year1.4414.98
    CVX1.349.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:27.74B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.56%

    Performance & Risk

    YTD Return:10.68%
    5y Avg Return:12.16%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.57%
    Beta (3y):0.98
    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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