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Fidelity Balanced Fund (FBALX)

US Funds

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35.86 -0.05 -0.14%

14/08 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 45.76B

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FBALX Overview

Find basic information about the Fidelity Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change12.71%

Prev. Close35.91

Risk Rating

TTM Yield1.57%

ROE35.46%

IssuerFidelity Investments

Turnover34%

ROA19.22%

Inception DateNov 06, 1986

Total Assets45.76B

Expenses0.44%

Min. Investment2,500

Market Cap460.02B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

S&P 500 price target lifted at Jefferies on strong earnings season By Investing.com - Aug 25, 2025

Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...

BofA warns Fed risks policy mistake with early rate cuts By Investing.com - Aug 23, 2025

Investing.com -- Bank of America (NYSE:BAC) warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s...

Barclays now sees two Fed cuts this year, says jumbo Fed cuts 'very unlikely' By Investing.com - Aug 23, 2025

Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...

Fidelity Balanced Fund Analysis

Russell 2000 Sets Up for a Fresh Push After Breakout Test By Declan Fallon - Dec 17, 2025

It was coming, but only because markets have performed strongly since the November lows. We have seen breakouts in the Russell 2000 (IWM) and equal-weighted S&P, but both have...

S&P 500 Enters the Santa Rally Window as Rate Cuts Support Seasonal Optimism By Charles-Henry Monchau - Dec 15, 2025

Oracle (NYSE:ORCL) bets on OpenAI and Santa continuously delivers S&P 500 gains during the holidays. 1. The Fed Cut Rates as Expected and Initiate Purchases of Short-term US...

A Pivotal Week for Global Markets as Rates Press Higher By Michael Kramer - Dec 15, 2025

As the year comes to a close, with just about two weeks left, I’ve decided to take some time away. Today’s edition will be the last one for 2025. That said, I’m not the type to...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1095	1033	1178	1531	1533	2975
Fund Return	9.5%	3.25%	17.81%	15.25%	8.92%	11.52%
Place in category	40	51	40	28	22	4
% in Category	9	12	9	6	6	2

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	833.14B	10.13	19.31	15.07
Fidelity Contrafund	159.8B	6.85	23.66	17.25
Fidelity Total Market Index Instl b	138.12B	10.51	18.83	14.52
Fidelity International Index Inst	86.5B	11.79	16.27	9.54
Fidelity Growth Company	84B	15.87	27.64	22.23

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	134.44B	8.42	15.57	9.98
Vanguard Wellington Admiral	109B	5.43	13.73	9.88
American Funds American Balanced R6	64.31B	8.60	15.92	10.32
Vanguard Balanced Index Adm	50.8B	6.11	12.90	9.37
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.44	225.16	-0.06%
Alphabet A	-	4.58	345.90	-0.13%
Apple	-	3.87	305.93	+0.22%
Amazon.com	-	2.69	262.65	-0.94%
Microsoft	-	2.36	495.40	-0.30%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced	35.86	-0.05	-0.14%