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FBALX
Mutual Fund ticker: NASDAQ
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NET ASSETS

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

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
0.47
Min. Initial Investment
N/A
Fund Existence
almost 39 years
Turnover
24.00
Front Load
N/A
Net Assets
58108375000.00
Manager Tenure
N/A

Fundamentals

FBALX
Net Assets
58.1B
Fund Existence
almost 39 years
Turnover
24.00
Total Expense Ratio
0.47
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
0.47
Assets in Top Ten Holdings
10.5B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
8.78
Fund of Funds
No
Fund Share Class Net Assets
39.7B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.47
Modified Duration
6.28
No Load Fund
Yes
Number of Long Holdings
4827.00
Number of Net Holdings
4849.00
Number of Short Holdings
22.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
25.95%
Gain YTD
7.929
Annual Yield % from dividends
1.70
Returns for 1 year
10.91
Returns for 3 years
26.27
Returns for 5 years
27.77
Returns for 10 years
52.64
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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