FBAKX Mutual Fund
FBAKX Mutual Fund
Fidelity Balanced Fund Class K
FBAKX Mutual Fund Overview
FBAKX Mutual Fund (Fidelity Balanced Fund Class K) is managed by Fidelity Investments (US) with $8.53B in net assets. FBAKX expense ratio is 0.39%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 2008-05-09.
FBAKX performance shows a YTD return of 10.08%. The 1-year return is 25.58% and the 5-year return is 10.13%. FBAKX dividend yield stands at 1.64%, paid quarterly.
FBAKX top holdings include Fidelity Investment Grade Bond Central Fund (35.0%), Nvidia Corp. (5.1%), Alphabet Inc. C (4.7%), Apple, Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.0%). View all FBAKX holdings, sector breakdown, or dividend history.
FBAKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBAKX alternatives are available via the screener, along with tax-loss harvesting opportunities.