FBAVX Mutual Fund (Fidelity Balanced Fund Class Z) is managed by Fidelity Investments (US). FBAVX expense ratio is 0.39%, holding 331 positions across sectors including Other, Information Technology, Unknown. Inception date: 2024-10-18.

FBAVX performance shows a YTD return of 10.09%. The 1-year return is 25.58%. FBAVX dividend yield stands at 2.55%, paid quarterly.

FBAVX 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 FBAVX holdings, sector breakdown, or dividend history.

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