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Fidelity® Balanced Fund (FBALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).


1 month-3.33% 3 years+7.27%
3 months-0.03% 5 years+8.15%
1 year-3.90% Since inception+9.14%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

Performance 5-yr return+8.15%+5.88%
Expense ratio0.56%1.19%
Risk 5 year sharpe ratio0.960.71
Net assets$28.1B$2.6B
Average market cap$41.6B$47.2B
Average P/E20.018.5
Portfolio turnover128%128%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock61.32%
Fixed income31.64%
International stock3.91%
Top 5 Sectors
Portfolio weighting
Financial service 16.51%
Hardware 14.44%
Industrial materials 13.31%
Energy 11.93%
Consumer goods 10.45%
Top 10 Holdings
Portfolio weighting
-- 2.51%
GOOG Google1.95%
-- 1.91%
AAPL Apple1.58%
DHR Danaher Corp1.55%
AME Ametek Inc1.51%
ROP Roper Technologies Inc1.36%
AMZN Amazon1.24%
FB Facebook1.18%
-- 1.17%

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