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Fidelity® Balanced Fund (FBALX)

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31.96 -0.03    -0.09%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
ISIN:  US3163452069 
S/N:  316345206
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42.26B
Fidelity Balanced 31.96 -0.03 -0.09%
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Rating
1-Year Change21.13%
Prev. Close31.99
Risk Rating
TTM Yield0.86%
ROE23.76%
IssuerFidelity Investments
Turnover47%
ROA7.65%
Inception DateNov 06, 1986
Total Assets42.26B
Expenses0.51%
Min. Investment2,500
Market Cap133.15B
CategoryAllocation - - 50% to 70% Equity
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Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1144 1049 1248 1555 1967 3180
Fund Return 14.44% 4.87% 24.83% 15.86% 14.49% 12.27%
Place in category 71 130 69 19 13 10
% in Category 16 21 15 4 4 3

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 365B 21.57 18.06 16.33
  Fidelity Contrafund 128.94B 22.19 20.88 17.78
  Fidelity Contrafund K 128.94B 22.20 20.97 17.89
  Fidelity Total Market Index Instl b 73.68B 20.59 17.83 -
  Strategic Advisers Core 62.42B 22.29 18.21 15.85

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellington Admiral 108.12B 14.97 13.41 11.48
  American Funds American Balanced A 100.99B 12.26 11.57 11.07
  Vanguard Balanced Index Adm 46.5B 11.74 13.29 11.07
  American Funds American Balanced R6 43.25B 12.50 11.91 11.41
  Fidelity Balanced K 42.26B 14.52 15.96 12.37

Top Holdings

Name ISIN Weight % Last Change %
Microsoft Corp - 4.13 - -
Apple Inc - 2.87 - -
Amazon.com Inc - 2.50 - -
Facebook Inc Class A - 1.94 - -
United States Treasury Notes 1.25% - 1.85 - -

Technical Summary

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

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FBALX Comments

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Joe Wiggs
Joe Wiggs Oct 19, 2020 6:16PM ET
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Dividend Declaration Date Oct. 09, 2020Dividend Ex Date Oct. 09, 2020Dividend Record Date Oct. 09, 2020Dividend Pay Date Oct. 12, 2020
Joe Wiggs
Joe Wiggs Oct 19, 2020 6:15PM ET
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Dividend Declaration DateOct. 09, 2020Dividend Ex DateOct. 09, 2020Dividend Record DateOct. 09, 2020Dividend Pay DateOct. 12, 2020
Adam Wolff
Adam Wolff Oct 09, 2020 10:21PM ET
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does anyone know why there was such a huge drop in this fund today?? 3.29%!!!
Joe Wiggs
Joe Wiggs Oct 09, 2020 10:21PM ET
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Dividend paid
 
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