MENU
OUR PRODUCTS
MOBILE APPS
GENERAL INFO
Help
© 2013-2025 All rights reserved. Tickeron Inc.
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

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

Profile

Category
Moderate Allocation
Address
Fidelity Puritan Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.39
Min. Initial Investment
N/A
Fund Existence
almost 17 years
Turnover
24.00
Front Load
N/A
Net Assets
54303805000.00
Manager Tenure
N/A

Fundamentals

FBAKX
Net Assets
54.3B
Fund Existence
almost 17 years
Turnover
24.00
Total Expense Ratio
0.39
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
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
2
Average Effective Duration
N/A
Average Effective Maturity
8.68
Fund of Funds
No
Fund Share Class Net Assets
8.38B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.39
Modified Duration
6.26
No Load Fund
Yes
Number of Long Holdings
5077.00
Number of Net Holdings
5096.00
Number of Short Holdings
19.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
25.40%
Gain YTD
-2.267
Annual Yield % from dividends
1.85
Returns for 1 year
2.91
Returns for 3 years
5.06
Returns for 5 years
52.57
Returns for 10 years
39.39
View a ticker or compare two or three
GO
VS
Compare
VS
Compare
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Fidelity Puritan Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com