FBAQX Mutual Fund
FBAQX Mutual Fund
Fidelity Balanced Fund Class M
FBAQX Mutual Fund Overview
FBAQX Mutual Fund (Fidelity Balanced Fund Class M) is managed by Fidelity Investments (US). FBAQX expense ratio is 1.01%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 2024-10-18.
FBAQX performance shows a YTD return of 9.77%. The 1-year return is 24.81%. FBAQX dividend yield stands at 2.00%, paid quarterly.
FBAQX top holdings include Fidelity Investment Grade Bond Central Fund (35.0%), Nvidia Corp (5.1%), Alphabet Inc series C (4.7%), Apple Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.0%). View all FBAQX holdings, sector breakdown, or dividend history.
FBAQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.