C
Fidelity Balanced Fund FBALX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FBALX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info FBALX-NASDAQ Click to
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Provider Fidelity Investments
Manager/Tenure (Years) Steven Kaye (17), Pierre Sorel (17), Nicola Stafford (8), 7 others
Website http://www.institutional.fidelity.com
Fund Information FBALX-NASDAQ Click to
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Fund Name Fidelity Balanced Fund
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Nov 06, 1986
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares FBALX-NASDAQ Click to
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Dividend Yield 1.63%
Dividend FBALX-NASDAQ Click to
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Dividend Yield (Forward) 1.23%
Asset Allocation FBALX-NASDAQ Click to
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Cash -0.63%
Stock 64.09%
U.S. Stock 60.56%
Non-U.S. Stock 3.53%
Bond 36.16%
U.S. Bond 34.19%
Non-U.S. Bond 1.97%
Preferred 0.01%
Convertible 0.00%
Other Net 0.36%
Price History FBALX-NASDAQ Click to
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7-Day Total Return 0.97%
30-Day Total Return 1.28%
60-Day Total Return 3.98%
90-Day Total Return 5.47%
Year to Date Total Return 13.07%
1-Year Total Return 13.69%
2-Year Total Return 45.45%
3-Year Total Return 62.49%
5-Year Total Return 67.64%
Price FBALX-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) --
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NAV FBALX-NASDAQ Click to
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1-Month Low NAV $31.34
1-Month High NAV $33.04
52-Week Low NAV $26.51
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $33.04
52-Week High Price (Date) Oct 08, 2025
Beta / Standard Deviation FBALX-NASDAQ Click to
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Beta 0.76
Standard Deviation 10.26
Balance Sheet FBALX-NASDAQ Click to
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Total Assets 60.30B
Operating Ratios FBALX-NASDAQ Click to
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Expense Ratio 0.47%
Turnover Ratio 24.00%
Performance FBALX-NASDAQ Click to
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Last Bull Market Total Return 14.54%
Last Bear Market Total Return -13.81%