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Fidelity Balanced Fund (FBALX)

US Funds

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27.82 +0.19 +0.69%

14/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 37.05B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

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FBALX Overview

Find basic information about the Fidelity Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.18%

Prev. Close27.63

Risk Rating

TTM Yield1.79%

ROE30.83%

IssuerFidelity Investments

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets37.05B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Futures slip, U.S. chip restrictions, earnings ahead - what's moving markets By Investing.com - 24 minutes ago

Investing.com - U.S. stock futures tick down on Wednesday, with President Donald Trump's tariff plans and updated U.S. rules on artificial intelligence chip exports to China in...

EU-US trade talks make little progress, tariffs remain in place - Bloomberg By Investing.com - 17 hours ago

Investing.com -- This week, the European Union (EU) and the United States made minimal progress in bridging trade differences, according to a report from Bloomberg News, citing...

CTAs seen buying U.S. regardless of the market conditions: Goldman Sachs By Investing.com - 19 hours ago

Investing.com -- Commodity Trading Advisors (CTAs), also known as trend followers, are projected to purchase U.S. stocks and sell global equities, regardless of the market's...

Fidelity Balanced Fund Analysis

S&P 500: Thin Volume Hints Bulls May Be Slipping Ahead of Retail Sales Data By Michael Kramer - 3 hours ago

What a boring day! At least on Monday, the price moved some, but Tuesday was just boring. There was sideways trading ahead of today's March retail sales report. I’m not sure how...

Bitcoin Faces Downward Pressure as Momentum Weakens and Sellers Hold the Line By Declan Fallon - 4 hours ago

Indices are reaching an endpoint in their relief bounces, but the asset that is most likely to break lower is Bitcoin (BTC/USD). It's generating spike highs at channel resistance...

Basis Trade Sent Yields Soaring – Is it a Warning? By Lance Roberts - Apr 15, 2025

As discussed in “Credit Spreads,” the one market signal worth your attention is “credit.” Credit spreads reflect the perceived risk of corporate bonds compared to government...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	973	973	1054	1181	1887	2377
Fund Return	-2.74%	-2.74%	5.36%	5.71%	13.54%	9.04%
Place in category	674	674	339	107	16	13
% in Category	91	91	46	18	5	4

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	597.55B	-4.28	9.05	12.49
Fidelity Contrafund	133.27B	-4.05	13.09	14.36
Fidelity Total Market Index Instl b	100.03B	-4.87	8.14	11.74
Fidelity International Index Inst	56.32B	7.95	6.78	5.63
Fidelity Blue Chip Growth	54.94B	-13.06	10.03	15.84

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	105.79B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	53.17B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	385.73	-0.54%
NVIDIA	US67066G1040	4.54	112.20	+1.35%
Apple	US0378331005	3.35	202.14	-0.19%
Amazon.com	US0231351067	2.66	179.59	-1.39%
Meta Platforms	US30303M1027	2.02	521.52	-1.87%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Sell

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