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FBKFX
Mutual Fund ticker: NASDAQ
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CHANGE
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FBKFX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

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 income and capital growth consistent with reasonable risk. 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 may invest at least 25% of total assets in fixed-income senior securities.

Market Cap

The average market capitalization across the Fidelity Balanced K6 MF is 2.45T. The market cap for tickers in the group ranges from 1.24T to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Fidelity Balanced K6 MF was 67%. For the same stocks of the MF, the average monthly volume growth was 73% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 76
Price Growth Rating: 33
SMR Rating: 24
Profit Risk Rating: 16
Seasonality Score: -13 (-100 ... +100)
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A.I.Advisor
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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