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Fidelity Balanced K6 (FBKFX)

15.03
0.00
(0.00%)
At close: 8:04:13 PM EDT
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  • Previous Close 15.03
  • YTD Return -2.69%
  • Expense Ratio 0.32%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 2.15B
  • Beta (5Y Monthly) 1.04
  • Yield 2.04%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.07
  • Inception Date Jun 14, 2019

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 may invest at least 25% of total assets in fixed-income senior securities.

Fidelity Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

2.15B

Net Assets

2019-06-14

Inception Date

More about Fidelity Balanced K6

Performance Overview: FBKFX

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Trailing returns as of 4/14/2025. Category is Allocation--50% to 70% Equity.

YTD Return

FBKFX
2.69%
Category
9.69%
 

1-Year Return

FBKFX
5.50%
Category
27.06%
 

3-Year Return

FBKFX
5.99%
Category
11.00%
 

5-Year Return

FBKFX
13.81%
Category
10.26%
 

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Holdings: FBKFX

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Sector Weightings

SectorFBKFX
Technology   30.66%
Financial Services   13.46%
Consumer Cyclical   11.64%
Communication Services   10.93%
Healthcare   10.44%
Industrials   7.81%
Consumer Defensive   5.46%
Energy   3.18%
Utilities   2.62%
Real Estate   2.05%
Basic Materials   1.76%
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Recent News: FBKFX

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Research Reports: FBKFX

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