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Nasdaq - Delayed Quote USD

Fidelity Balanced K6 (FBKFX)

15.03
0.00
(0.00%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.36%
5y Average Return 11.65%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 14, 2025) 22.75%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 22.75%
Worst 3Y Total Return 5.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBKFX
Category
YTD
-2.69%
9.69%
1-Month
-4.08%
0.91%
3-Month
-2.69%
5.21%
1-Year
5.50%
27.06%
3-Year
5.99%
11.00%
5-Year
13.81%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
14.64%
15.58%
Last Bear Market
-13.78%
-12.16%

Annual Total Return (%) History

Year
FBKFX
Category
2025
--
--
2024
16.17%
--
2023
21.93%
--
2022
-17.83%
--
2021
18.51%
--
2020
22.75%
11.72%
2019
--
19.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.69% -- -- --
2024 7.14% 2.86% 4.83% 0.56%
2023 7.61% 5.99% -2.80% 9.97%
2022 -4.90% -13.78% -4.80% 5.26%
2021 4.27% 6.52% -0.19% 6.91%
2020 -13.73% 18.08% 7.93% 11.64%
2019 1.23% 7.09% -- --

Rank in Category (By Total Return)

YTD 91
1-Month 91
3-Month 91
1-Year 43
3-Year 12
5-Year 3

Load Adjusted Returns

1-Year 5.50%
3-Year 5.99%
5-Year 13.81%
10-Year --

Performance & Risk

YTD Return -5.36%
5y Average Return 11.65%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Fidelity Investments
Net Assets 2.15B
YTD Return -2.69%
Yield 2.04%
Morningstar Rating
Inception Date Jun 14, 2019

Fund Summary

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.

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