OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

FBAKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Fidelity Balanced K (FBAKX) Ownership - Who owns Fidelity Balanced K?

The investment seeks both income and capital growth... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

FBAKX

Net Assets

58.8B

Fund Existence

over 17 years

Turnover

24.00

Total Expense Ratio

0.39

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.39

Assets in Top Ten Holdings

10.5B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

8.74

Fund of Funds

Fund Share Class Net Assets

8.79B

Fund Type

OpenEnd

Index Fund

Management Fee

0.39

Modified Duration

6.22

No Load Fund

Yes

Number of Long Holdings

4836.00

Number of Net Holdings

4862.00

Number of Short Holdings

26.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.63%

Gain YTD

8.781

Annual Yield % from dividends

1.72

Returns for 1 year

7.20

Returns for 3 years

33.09

Returns for 5 years

26.63

Returns for 10 years

63.69

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details