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Fidelity® Balanced Fund (FBALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
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, when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers.


1 month+1.23% 3 years+9.17%
3 months-4.09% 5 years+9.74%
1 year+1.59% Since inception+9.24%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+9.74%+7.33%
Expense ratio0.56%1.25%
Risk 5 year sharpe ratio1.360.91
Net assets$27.9B$2.7B
Average market cap$42.0B$46.1B
Average P/E20.218.3
Portfolio turnover176%176%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Kaye / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock61.00%
Fixed income31.77%
International stock4.43%
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
-- 3.12%
-- 2.41%
AAPL Apple2.31%
GOOG Google1.51%
JPM JPMorgan Chase1.33%
DHR Danaher Corp1.19%
C Citigroup1.06%
ROP Roper Technologies Inc1.05%
-- 1.03%
-- 1.02%

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