Fidelity Balanced K6 Fund
FBKFX
NASDAQ
| Weiss Ratings | FBKFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FBKFX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Steven Kaye (5), Douglas Simmons (5), Pierre Sorel (5), 7 others | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FBKFX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Balanced K6 Fund | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Jun 14, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FBKFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.92% | |||
| Dividend | FBKFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.40% | |||
| Asset Allocation | FBKFX-NASDAQ | Click to Compare |
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| Cash | -0.47% | |||
| Stock | 62.31% | |||
| U.S. Stock | 58.39% | |||
| Non-U.S. Stock | 3.92% | |||
| Bond | 37.98% | |||
| U.S. Bond | 35.72% | |||
| Non-U.S. Bond | 2.26% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.18% | |||
| Price History | FBKFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.70% | |||
| 30-Day Total Return | 3.13% | |||
| 60-Day Total Return | 6.51% | |||
| 90-Day Total Return | 2.01% | |||
| Year to Date Total Return | 1.43% | |||
| 1-Year Total Return | 9.10% | |||
| 2-Year Total Return | 28.94% | |||
| 3-Year Total Return | 35.12% | |||
| 5-Year Total Return | 68.88% | |||
| Price | FBKFX-NASDAQ | Click to Compare |
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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 | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FBKFX-NASDAQ | Click to Compare |
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| Nav | $16.11 | |||
| 1-Month Low NAV | $15.50 | |||
| 1-Month High NAV | $16.12 | |||
| 52-Week Low NAV | $14.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.73 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FBKFX-NASDAQ | Click to Compare |
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| Beta | 0.77 | |||
| Standard Deviation | 12.94 | |||
| Balance Sheet | FBKFX-NASDAQ | Click to Compare |
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| Total Assets | 2.20B | |||
| Operating Ratios | FBKFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.32% | |||
| Turnover Ratio | 25.00% | |||
| Performance | FBKFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.64% | |||
| Last Bear Market Total Return | -13.78% | |||