FBARX Mutual Fund (Fidelity Balanced Fund Class C) is managed by Fidelity Investments (US). FBARX expense ratio is 1.51%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 2024-10-18.

FBARX performance shows a YTD return of 9.49%. The 1-year return is 24.19%. FBARX dividend yield stands at 1.56%, paid quarterly.

FBARX 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 FBARX holdings, sector breakdown, or dividend history.

FBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.