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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

#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
0.47
Min. Initial Investment
N/A
Fund Existence
over 38 years
Turnover
24.00
Front Load
N/A
Net Assets
55501513000.00
Manager Tenure
N/A

Fundamentals

FBALX
Net Assets
55.5B
Fund Existence
over 38 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
2
Average Effective Duration
N/A
Average Effective Maturity
8.68
Fund of Funds
No
Fund Share Class Net Assets
37.8B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.47
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
2.459
Annual Yield % from dividends
1.76
Returns for 1 year
4.20
Returns for 3 years
29.52
Returns for 5 years
32.32
Returns for 10 years
44.00
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General Information

Category ModerateAllocation

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