Fidelity Balanced K6 Fund
FBKFX
NASDAQ
| Weiss Ratings | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Steven Kaye (7), Nicola Stafford (7), Ashley Fernandes (6), 8 others | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.67% | |||
| Dividend | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.98% | |||
| Asset Allocation | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.52% | |||
| Stock | 64.75% | |||
| U.S. Stock | 62.27% | |||
| Non-U.S. Stock | 2.48% | |||
| Bond | 35.16% | |||
| U.S. Bond | 34.13% | |||
| Non-U.S. Bond | 1.03% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.60% | |||
| Price History | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.73% | |||
| 30-Day Total Return | -1.36% | |||
| 60-Day Total Return | -0.54% | |||
| 90-Day Total Return | 1.67% | |||
| Year to Date Total Return | 10.92% | |||
| 1-Year Total Return | 13.25% | |||
| 2-Year Total Return | 29.26% | |||
| 3-Year Total Return | 66.46% | |||
| 5-Year Total Return | 53.37% | |||
| Price | FBKFX-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 | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $17.61 | |||
| 1-Month High NAV | $19.34 | |||
| 52-Week Low NAV | $16.68 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $19.42 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.76 | |||
| Standard Deviation | 9.54 | |||
| Balance Sheet | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.42B | |||
| Operating Ratios | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.32% | |||
| Turnover Ratio | 53.00% | |||
| Performance | FBKFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.82% | |||
| Last Bear Market Total Return | -13.78% | |||