Fidelity Balanced Fund Quote
| FBALX Fund | USD 28.98 0.02 0.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Balanced is trading at 28.98 as of the 22nd of March 2025; that is 0.07 percent decrease since the beginning of the trading day. The fund's open price was 29.0. Fidelity Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests approximately 60 percent of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities , when its outlook is neutral. It invests at least 25 percent of total assets in fixed-income senior securities.. More on Fidelity Balanced Fund
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of October 2022 |
| Fiscal Year End | August |
Fidelity Balanced Fund [FBALX] is traded in USA and was established 22nd of March 2025. Fidelity Balanced is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 40.68 B in assets under management (AUM) with no minimum investment requirementsFidelity Balanced is currently producing year-to-date (YTD) return of 1.39% with the current yeild of 0.02%, while the total return for the last 3 years was 8.01%.
Check Fidelity Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Balanced Fund Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Fidelity Balanced Risk Profiles
| Mean Deviation | 0.5623 | |||
| Standard Deviation | 0.7287 | |||
| Variance | 0.5309 | |||
| Risk Adjusted Performance | (0.10) |
Fidelity Balanced Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Balanced financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Balanced security.
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