Dow Up 1.64% Nasdaq Up 1.86%

Fidelity Balanced K (FBAKX)

21.45 Up 0.25(1.18%) Jun 29
Prev Close:21.20
YTD Return*:2.37%
Net Assets*:28.07B
Yield*:1.65%

* As of 31-May-16

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

Headlines

  • No Headlines available for FBAKX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Fidelity Cent Invt Portfolios2.51N/A
GOOG1.95N/A
US Treasury Note 1.25%1.91N/A
AAPL1.58N/A
DHR1.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:28.07B
Category:Allocation--50% to 70% Equity
Annual Report Expense Ratio (net):0.46%

Performance & Risk

YTD Return:2.37%
5y Avg Return:8.29%
Rank in Category (ytd):59
% Rank in Category (ytd):6.23%
Beta (3y):1.12
Morningstar Risk Rating:3

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 (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 (including debt securities and preferred stock). View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback