FidelityÂ® Balanced K (FBAKX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for FBAKX at this time.
|Symbol||% Assets||YTD Return %|
|Fidelity Cent Invt Portfolios||2.74||-5.38|
|US Treasury Note 0.875%||2.05||-4.09|
|US Treasury Note 0.625%||1.83||7.32|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.46%|
Performance & Risk
|5y Avg Return:||18.21%|
|Rank in Category (ytd):||9|
|% Rank in Category (ytd):||0.96%|
|Morningstar Risk Rating:||3|
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