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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+1.83% 3 years+7.20%
3 months+2.70% 5 years+9.69%
1 year+12.35% Since inception+9.29%
Data through --

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

Performance 5-yr return+9.69%+7.97%
Expense ratio0.55%1.17%
Risk 5 year sharpe ratio1.401.13
Net assets$31.5B$2.9B
Average market cap$54.8B$56.7B
Average P/E22.419.6
Portfolio turnover64%64%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock64.90%
Fixed income28.66%
International stock3.20%
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
AAPL Apple2.36%
-- 2.36%
ADSK Autodesk Inc1.95%
GOOG Google1.75%
-- 1.72%
AMZN Amazon1.54%
-- 1.45%
-- 1.40%
C Citigroup1.36%
FB Facebook1.25%