C
Fidelity Balanced Fund FBALX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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 FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Compare
Click to
Compare
Click to
Compare
Dividend Yield 1.76%
Dividend FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.40%
Asset Allocation FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash -0.55%
Stock 62.17%
U.S. Stock 58.30%
Non-U.S. Stock 3.87%
Bond 37.97%
U.S. Bond 35.71%
Non-U.S. Bond 2.26%
Preferred 0.01%
Convertible 0.00%
Other Net 0.40%
Price History FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 2.52%
30-Day Total Return 4.25%
60-Day Total Return 8.69%
90-Day Total Return 8.25%
Year to Date Total Return 4.92%
1-Year Total Return 10.54%
2-Year Total Return 31.06%
3-Year Total Return 47.03%
5-Year Total Return 75.52%
Price FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $30.87
1-Month Low NAV $29.61
1-Month High NAV $30.87
52-Week Low NAV $26.51
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $31.01
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.77
Standard Deviation 12.94
Balance Sheet FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 55.50B
Operating Ratios FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.47%
Turnover Ratio 24.00%
Performance FBALX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 14.54%
Last Bear Market Total Return -13.81%