FBAOX Mutual Fund (Fidelity Balanced Fund Class A) is managed by Fidelity Investments (US). FBAOX expense ratio is 0.76%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 2024-10-18.

FBAOX performance shows a YTD return of 9.90%. The 1-year return is 25.16%. FBAOX dividend yield stands at 2.23%, paid quarterly.

FBAOX 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 FBAOX holdings, sector breakdown, or dividend history.

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