FBALX

AS OF

Nov 19 closing price

Price

$31.86

Change

+$0.11 (+0.35%)

Net Assets

61.25B

Intraday BUY SELL Signals

OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

FBALX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Fidelity Balanced (FBALX) Ownership - Who owns Fidelity Balanced?

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

FBALX

Net Assets

61.3B

Fund Existence

about 39 years

Turnover

41.00

Total Expense Ratio

0.47

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

0.47

Assets in Top Ten Holdings

10.5B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

8.68

Fund of Funds

Fund Share Class Net Assets

43B

Fund Type

OpenEnd

Index Fund

Management Fee

0.47

Modified Duration

6.28

No Load Fund

Yes

Number of Long Holdings

4776.00

Number of Net Holdings

4798.00

Number of Short Holdings

22.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

28.58%

Gain YTD

8.916

Annual Yield % from dividends

1.68

Returns for 1 year

7.09

Returns for 3 years

42.76

Returns for 5 years

25.92

Returns for 10 years

64.57

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 for FBALX

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details