FBALX : Fidelity® Balanced Fund

FBALX is a Allocation Market All-In-One with MODERATE fees.

FBALX

Fidelity® Balanced Fund

FI Score

73 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

73% FI Score
  • fbalx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Balanced Fund

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

Largest Holdings

Amount Holding
3.47% Microsoft Corp
3.01% Apple Inc
1.85% Amazon.com Inc
1.80% Alphabet Inc Class C
1.65% United States Treasury Bonds 3%
1.48% Facebook Inc A
1.12% Uber Technologies Inc
1.10% UnitedHealth Group Inc
1.04% Autodesk Inc
0.99% United States Treasury Notes 1.62%
0.99% Activision Blizzard Inc
0.98% United States Treasury Notes 2.62%
0.95% Bank of America Corp
0.92% General Electric Co
0.86% Capital One Financial Corp
0.86% PepsiCo Inc
0.81% Procter & Gamble Co
0.79% Exxon Mobil Corp
0.75% Bristol-Myers Squibb Company
0.71% Ginnie Mae 4% 30 Year
0.64% Amgen Inc
0.63% Nielsen Holdings PLC
0.62% Micron Technology Inc
0.61% Freddie Mac 3.5% 30 Year
0.61% Eli Lilly and Co

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