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FBAKX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

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

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

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
over 17 years
Turnover
24.00
Front Load
N/A
Net Assets
60301836000.00
Manager Tenure
N/A

Fundamentals

FBAKX
Net Assets
60.3B
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
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
N/A
Fund of Funds
No
Fund Share Class Net Assets
9.03B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.39
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
4774.00
Number of Net Holdings
4795.00
Number of Short Holdings
21.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
29.37%
Gain YTD
8.773
Annual Yield % from dividends
1.68
Returns for 1 year
7.75
Returns for 3 years
49.55
Returns for 5 years
29.38
Returns for 10 years
68.20
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These past five trading days, the mutual fund lost 0.00%.
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