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Nasdaq - Delayed Quote USD
Fidelity Balanced Fund (FBALX)
28.83
+0.36
+(1.26%)
At close: March 14 at 8:02:42 PM EDT
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28.47 - YTD Return 1.39%
- Expense Ratio 0.47%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 57.26B
- Beta (5Y Monthly) 1.02
- Yield 1.72%
- 5y Average Return --
- Holdings Turnover 24.00%
- Last Dividend 0.53
- Inception Date Oct 18, 2024
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
Fidelity Investments
Fund Family
Allocation--50% to 70% Equity
Fund Category
57.26B
Net Assets
2024-10-18
Inception Date
Performance Overview: FBALX
View MoreTrailing returns as of 3/13/2025. Category is Allocation--50% to 70% Equity.
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Holdings: FBALX
View MoreTop 7 Holdings (20.81% of Total Assets)
Sector Weightings
SectorFBALX
Technology 31.51%
Healthcare 12.11%
Financial Services 12.05%
Consumer Cyclical 10.60%
Communication Services 9.07%
Industrials 8.09%
Consumer Defensive 5.87%
Energy 3.40%
Utilities 2.86%
Real Estate 2.34%
Basic Materials 2.10%
Recent News: FBALX
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