C
Fidelity Balanced Fund - Class K FBAKX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FBAKX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info FBAKX-NASDAQ Click to
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Provider Fidelity Investments
Manager/Tenure (Years) Steven Kaye (16), Pierre Sorel (16), Nicola Stafford (7), 7 others
Website http://www.institutional.fidelity.com
Fund Information FBAKX-NASDAQ Click to
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Fund Name Fidelity Balanced Fund - Class K
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date May 09, 2008
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares FBAKX-NASDAQ Click to
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Dividend Yield 1.85%
Dividend FBAKX-NASDAQ Click to
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Dividend Yield (Forward) 1.20%
Asset Allocation FBAKX-NASDAQ Click to
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Cash -0.15%
Stock 64.55%
U.S. Stock 60.31%
Non-U.S. Stock 4.24%
Bond 35.33%
U.S. Bond 33.59%
Non-U.S. Bond 1.74%
Preferred 0.01%
Convertible 0.00%
Other Net 0.27%
Price History FBAKX-NASDAQ Click to
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7-Day Total Return 1.88%
30-Day Total Return -0.17%
60-Day Total Return -3.77%
90-Day Total Return -4.25%
Year to Date Total Return -2.43%
1-Year Total Return 8.45%
2-Year Total Return 27.25%
3-Year Total Return 28.25%
5-Year Total Return 75.93%
Price FBAKX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV FBAKX-NASDAQ Click to
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1-Month Low NAV $26.52
1-Month High NAV $29.00
52-Week Low NAV $26.52
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $31.02
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation FBAKX-NASDAQ Click to
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Beta 0.78
Standard Deviation 13.69
Balance Sheet FBAKX-NASDAQ Click to
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Total Assets 54.30B
Operating Ratios FBAKX-NASDAQ Click to
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Expense Ratio 0.39%
Turnover Ratio 24.00%
Performance FBAKX-NASDAQ Click to
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Last Bull Market Total Return 14.58%
Last Bear Market Total Return -13.83%