Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks both income and capital growth.
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
Market Cap
The average market capitalization across the Fidelity Balanced MF is 2.43T. The market cap for tickers in the group ranges from 1.24T to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is META at 1.24T.
Volume
The average weekly volume growth across all stocks in the Fidelity Balanced MF was 55%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 76
Price Growth Rating: 36
SMR Rating: 24
Profit Risk Rating: 15
Seasonality Score: -11 (-100 ... +100)