FBKFX : Fidelity® Balanced K6 Fund

FBKFX is a Allocation Market All-In-One with LOW fees.

FBKFX

Fidelity® Balanced K6 Fund

FI Score

61 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

61% FI Score
  • fbkfx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Balanced K6 Fund

Expenses: 0.32% (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 may invest at least 25% of total assets in fixed-income senior securities.

Largest Holdings

Amount Holding
3.46% Microsoft Corp
3.00% Apple Inc
1.91% Amazon.com Inc
1.72% Alphabet Inc Class C
1.61% United States Treasury Bonds 3%
1.44% Facebook Inc A
1.11% Uber Technologies Inc
1.09% UnitedHealth Group Inc
1.04% Autodesk Inc
0.97% United States Treasury Notes 1.62%
0.96% Activision Blizzard Inc
0.96% United States Treasury Notes 2.62%
0.93% PepsiCo Inc
0.93% Bank of America Corp
0.92% General Electric Co
0.88% Procter & Gamble Co
0.85% Capital One Financial Corp
0.79% Exxon Mobil Corp
0.74% Bristol-Myers Squibb Company
0.70% Ginnie Mae 4% 30 Year
0.64% Amgen Inc
0.62% Nielsen Holdings PLC
0.62% Micron Technology Inc
0.60% Eli Lilly and Co
0.60% McDonald's Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo