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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+0.76% 3 years+7.24%
3 months+4.55% 5 years+10.84%
1 year+16.21% Since inception+9.33%
Data through --

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

Performance 5-yr return+10.84%+7.51%
Expense ratio0.55%1.17%
Risk 5 year sharpe ratio1.461.17
Net assets$32.1B$3.1B
Average market cap$48.0B$60.3B
Average P/E22.720.9
Portfolio turnover91%91%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock62.06%
Fixed income30.03%
International stock3.02%
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
-- 2.59%
-- 2.26%
ADSK Autodesk Inc1.72%
AAPL Apple1.60%
GOOG Google1.58%
C Citigroup1.38%
-- 1.38%
-- 1.33%
AMZN Amazon1.32%
UNH UnitedHealth1.17%