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Fidelity Balanced Fund (FBALX)

US Funds

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30.39 +0.08 +0.26%

23/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 42.26B

Type: Fund

Market: United States

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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Technical Chart

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Rating

1-Year Change11.89%

Prev. Close30.31

Risk Rating

TTM Yield1.74%

ROE30.83%

IssuerN/A

Turnover24%

ROA15.45%

Inception DateNov 06, 1986

Total Assets42.26B

Expenses0.49%

Min. Investment2,500

Market Cap274.38B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

Market concentration likely to remain high going forward: Barclays By Investing.com - 29 minutes ago

Investing.com -- Market concentration is likely to persist in the near term, according to Barclays (LON:BARC) strategists. The correlation between stocks is near all-time lows,...

Futures lower, Boeing warns of loss, Trump's crypto order - what's moving markets By Investing.com - 59 minutes ago

Investing.com - US stock futures pointed slightly lower on Friday, with traders assessing President Donald Trump's recent statements on interest rates and tariffs. Meanwhile,...

European stocks edge higher; eurozone PMIs, corporate earnings in focus By Investing.com - 1 hour ago

Investing.com - European stock markets edged higher Friday, continuing the positive tone seen on Wall Street, with investors digesting more corporate earnings as well as the latest...

Fidelity Balanced Fund Analysis

S&P 500: Surge in Volume Could Signal Dormant Bears Are Waking Up By Michael Kramer - 2 hours ago

It was another light day of trading volumes. When we look at the S&P 500 futures, there was less volume yesterday than yesterday, with just under 1.1 million contracts traded....

Investor Conference Season 2025: AI, Market Shifts, and What Lies Ahead By Christine Short - 19 hours ago

The big banks brought their A-game in Q4. Earnings reports from the likes of JPMorgan Chase (NYSE:JPM), Wells Fargo (NYSE:WFC), Goldman Sachs (NYSE:GS), Citigroup (NYSE:C), Bank...

S&P 500, Nasdaq Set Sights on All-Time Highs By Declan Fallon - Jan 23, 2025

So the Trump Bump continues to play out in favor of bulls. Tuesday delivered a clear breakout of the downward channel with only the 50-day MA left to play as resistance. From a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1161	1006	1161	1155	1672	2499
Fund Return	16.06%	0.59%	16.06%	4.91%	10.83%	9.59%
Place in category	56	64	56	69	12	17
% in Category	11	15	11	13	3	5

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	619.45B	25.00	8.93	13.09
Fidelity Contrafund	128.94B	35.97	10.77	15.29
Fidelity Contrafund K	128.94B	36.05	10.85	15.38
Fidelity Total Market Index Instl b	104.68B	23.88	7.94	12.50
Fidelity Blue Chip Growth	67.04B	39.70	10.19	18.10

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.2B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	55.17B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced A	42.26B	15.67	4.56	9.22

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.37	446.71	+0.11%
NVIDIA	US67066G1040	4.54	147.22	+0.10%
Apple	US0378331005	3.35	223.66	-0.08%
Amazon.com	US0231351067	2.66	235.42	+0.17%
Meta Platforms	US30303M1027	2.02	636.45	+2.08%

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

Start Trading With Top Industry Brokers

Brokers	Regulation	Minimum Deposit
	Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia)	$20	Start Trading

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	30.39	+0.08	+0.26%