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Fidelity® Balanced Fund Class K (FBAKX)

US Funds

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23.95 +0.09 +0.38%

01:00:00 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 42.26B

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Fidelity® Balanced Fund Class K 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. (ISIN: US3163456029)

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Rating

1-Year Change - 16.32%

Prev. Close23.86

Risk Rating

TTM Yield1.41%

ROE28.44%

IssuerN/A

Turnover36%

ROA10.28%

Inception DateMay 09, 2008

Total Assets42.26B

Expenses0.42%

Min. InvestmentN/A

Market Cap147.26B

CategoryAllocation - - 50% to 70% Equity

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Fidelity® Balanced Fund Class K News

Cryptoverse: Bitcoin passes the bank stress test By Reuters - 2 hours ago

By Lisa Pauline Mattackal and Medha Singh (Reuters) - As crisis stalks the traditional world of stocks and bonds, bitcoin is suddenly looking like a safe haven. The infamously...

Oil prices rebound after hitting lowest since 2021 on banking fears By Reuters - 13 hours ago 2

By Stephanie Kelly NEW YORK (Reuters) -Oil prices rebounded and rose over 1% on Monday after diving to their lowest levels in 15 months as the market worried that risks in the...

Fade the recent strength in large-cap tech/growth stocks - BTIG By Investing.com - 20 hours ago

By Senad Karaahmetovic BTIG analysts see an opportunity to fade tech strength after the ongoing outperformance amid the global banking crisis. Nasdaq 100 is up about 4.8% in March,...

Fidelity® Balanced Fund Class K Analysis

Bear Market Could Last Much Longer Than Expected By Avi Gilburt - 57 minutes ago

For those who have followed me through the years, you would likely remember at least one of the many major market directional calls we have made in many different markets. And...

S&P 500: Is the Worst Already Behind Us? By Jani Ziedins - 3 hours ago 1

The S&P 500 finished Monday 0.9% higher as the half-full outlook makes a comeback. While the banking crisis is far from being resolved, it isn’t spiraling out of control, and this...

Fed Likely to Raise Rates Again This Week, Indicate More on the Way By Michael Kramer - 23 hours ago 24

This will certainly be an interesting week, especially with the Federal Reserve meeting scheduled for Wednesday. I anticipate that Jay Powell will raise interest rates on...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1040	996	909	1286	1459	2385
Fund Return	4.01%	-0.36%	-9.05%	8.76%	7.84%	9.08%
Place in category	20	266	610	28	13	9
% in Category	5	36	83	7	3	3

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	364.99B	3.69	12.14	12.24
Fidelity Contrafund	128.94B	5.30	9.05	12.40
Fidelity Contrafund K	128.94B	5.37	9.14	12.50
Fidelity Total Market Index Instl b	66.92B	4.50	11.66	11.79
Strategic Advisers Core	49.71B	4.13	12.74	11.98

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	90.68B	0.66	5.74	7.87
Vanguard Wellington Admiral	89.29B	0.38	6.09	8.03
Fidelity Balanced	42.26B	4.01	8.67	8.98
American Funds American Balanced R6	42.03B	0.70	6.07	8.20
Vanguard Balanced Index Adm	38.2B	2.88	5.58	7.65

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.48	272.23	-2.58%
Apple	US0378331005	3.96	157.40	+1.55%
Amazon.com	US0231351067	1.92	97.71	-1.25%
United States Treasury Notes 1.25%	-	1.85	-	-
UnitedHealth	US91324P1021	1.50	476.96	+1.59%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	23.95	+0.09	+0.38%