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Fidelity Balanced Fund - Class K (FBAKX)

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30.36 +0.06 +0.20%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 42.26B

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

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FBAKX Overview

Find basic information about the Fidelity Balanced Fund - Class K 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 FBAKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change16.68%

Prev. Close30.3

Risk Rating

TTM Yield1.82%

ROE31.01%

IssuerFidelity Investments

Turnover24%

ROA15.56%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap275.31B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund - Class K News

Stocks notch strong weekly gain, US yields slip as markets eye Trump policies By Reuters - 10 hours ago

By Chibuike Oguh NEW YORK (Reuters) -Global stocks registered a strong weekly gain on Friday while U.S. Treasury yields slipped as markets eyed President-elect Donald Trump's...

Stock market today: Dow rides rotation into cyclicals to close at record high By Investing.com - 10 hours ago

Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...

UBS's Lefkowitz says U.S. stock valuations are 'reasonable' By Investing.com - 13 hours ago

UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...

Fidelity Balanced Fund - Class K Analysis

The Long History of Stock Market Prediction Problems By Lance Roberts - 4 hours ago

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....

Nasdaq to S&P 500 Ratio: Outperformance May Have Double Topped at Year 2000 Peak By Chris Kimble - 11 hours ago

In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...

S&P 500 Bounce of Support May Clear Way to New All-Time High - But Risks Remain By Declan Fallon - Nov 22, 2024

The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1140	1024	1276	1154	1733	2504
Fund Return	13.96%	2.43%	27.59%	4.89%	11.62%	9.61%
Place in category	73	115	64	84	9	12
% in Category	13	18	11	15	3	3

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	592.67B	20.96	9.07	12.99
Fidelity Contrafund	128.94B	30.86	9.80	15.03
Fidelity Contrafund K	128.94B	30.89	9.88	15.12
Fidelity Total Market Index Instl b	100.61B	19.75	7.53	12.38
Fidelity Blue Chip Growth	62.16B	28.77	6.99	17.42

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.83B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.56B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced A	42.26B	13.59	4.45	9.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.30	417.00	+1.00%
NVIDIA	US67066G1040	4.64	141.95	-3.22%
Apple	US0378331005	3.35	229.87	+0.59%
Amazon.com	US0231351067	2.69	197.12	-0.64%
Meta Platforms	US30303M1027	1.94	559.14	-0.70%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	30.36	+0.06	+0.20%