FBKFX Mutual Fund
FBKFX Mutual Fund
Fidelity Balanced K6 Fund Class K6
FBKFX Mutual Fund Overview
FBKFX Mutual Fund (Fidelity Balanced K6 Fund Class K6) is managed by Fidelity Investments (US). FBKFX expense ratio is 0.32%, holding 330 positions across sectors including Other, Information Technology, Unknown. Inception date: 2019-06-14.
FBKFX performance shows a YTD return of 10.25%. The 1-year return is 26.92% and the 5-year return is 10.66%. FBKFX dividend yield stands at 2.94%, paid quarterly.
FBKFX top holdings include Fidelity Investment Grade Bond Central Fund (34.3%), Nvidia Corp (5.1%), Alphabet Inc series C (4.9%), Apple Inc (4.3%), Microsoft Corp 4.100 Feb 06 37 (3.3%). View all FBKFX holdings, sector breakdown, or dividend history.
FBKFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBKFX alternatives are available via the screener, along with tax-loss harvesting opportunities.