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 (16), Pierre Sorel (16), Nicola Stafford (7), 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 1.69%
Dividend FBALX-NASDAQ Click to
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Dividend Yield (Forward) 1.39%
Asset Allocation FBALX-NASDAQ Click to
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Cash -0.30%
Stock 62.12%
U.S. Stock 58.69%
Non-U.S. Stock 3.43%
Bond 37.80%
U.S. Bond 35.77%
Non-U.S. Bond 2.03%
Preferred 0.01%
Convertible 0.00%
Other Net 0.36%
Price History FBALX-NASDAQ Click to
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7-Day Total Return 0.77%
30-Day Total Return 2.13%
60-Day Total Return 6.01%
90-Day Total Return 10.43%
Year to Date Total Return 7.16%
1-Year Total Return 13.23%
2-Year Total Return 30.31%
3-Year Total Return 41.22%
5-Year Total Return 68.44%
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 $30.85
1-Month High NAV $31.39
52-Week Low NAV $26.51
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $31.39
52-Week High Price (Date) Jul 25, 2025
Beta / Standard Deviation FBALX-NASDAQ Click to
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Beta 0.77
Standard Deviation 12.32
Balance Sheet FBALX-NASDAQ Click to
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Total Assets 57.46B
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%