FBKFX Mutual Fund

FBKFX Mutual Fund (Fidelity Balanced K6 Fund Class K6) is managed by Fidelity Investments (US) with $2.35B in net assets. FBKFX expense ratio is 0.32%, holding 359 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2019-06-14.

FBKFX performance shows a YTD return of 9.79%. The 1-year return is 11.13% and the 5-year return is 8.56%. FBKFX dividend yield stands at 1.90%, paid monthly.

FBKFX top holdings include Fidelity Investment Grade Bond Central Fund (34.1%), NVIDIA Corp (5.8%), Apple Inc (4.5%), Alphabet Inc,class A (4.3%), Microsoft Corp (3.3%). Go to all FBKFX holdings, FBKFX sectors, or FBKFX dividends.

FBKFX can be compared against other funds. Use FBKFX overlap to find shared positions, or FBKFX vs another fund for a side-by-side view. FBKFX alternatives are available via the screener, along with tax-loss harvesting opportunities.