FBALX Mutual Fund
FBALX Mutual Fund
Fidelity Balanced Fund
FBALX Mutual Fund Overview
FBALX Mutual Fund (Fidelity Balanced Fund) is managed by Fidelity Investments (US) with $25.00B in net assets. FBALX expense ratio is 0.46%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 1986-11-06.
FBALX performance shows a YTD return of 10.04%. The 1-year return is 24.30% and the 5-year return is 9.84%. FBALX dividend yield stands at 2.49%, paid quarterly.
FBALX 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 FBALX holdings, sector breakdown, or dividend history.
FBALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.