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Fidelity Balanced Fund (FBALX)

US Funds

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33.95 +0.25 +0.74%

30/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Fidelity Investments

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 41.69B

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FBALX Overview

Find basic information about the Fidelity Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change18.04%

Prev. Close33.7

Risk Rating

TTM Yield1.77%

ROE35.28%

IssuerFidelity Investments

Turnover41%

ROA18.27%

Inception DateNov 06, 1986

Total Assets41.69B

Expenses0.46%

Min. Investment2,500

Market Cap448.11B

CategoryAllocation - - 50% to 70% Equity

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Fidelity Balanced Fund News

S&P 500 sees rise in bullish positioning, Europe adds risk to FTSE 100 By Investing.com - Nov 04, 2025

Investing.com -- Bullish positioning levels on the S&P 500 index are increasing due to new long positions, while Nasdaq 100 positioning remains relatively unchanged as trading...

S&P 500 price target lifted at Jefferies on strong earnings season By Investing.com - Aug 25, 2025

Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...

BofA warns Fed risks policy mistake with early rate cuts By Investing.com - Aug 23, 2025 2

Investing.com -- Bank of America (NYSE:BAC) warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s...

Fidelity Balanced Fund Analysis

Russell 2000 Sets Up for a Fresh Push After Breakout Test By Declan Fallon - Dec 17, 2025

It was coming, but only because markets have performed strongly since the November lows. We have seen breakouts in the Russell 2000 (IWM) and equal-weighted S&P, but both have...

S&P 500 2026 Outlook: Will Rising Interest Rates Break the Bull? By Mike Zaccardi, CFA, CMT - Dec 11, 2025

Key Takeaways Global yields have ticked higher, pressuring bonds, while metals and crypto show ongoing and renewed strength, respectively. Equities stay resilient as...

Stocks Week Ahead: Will the S&P 500 Rally Extend Into the New Week? By Michael Kramer - Aug 25, 2025

I think it’s important to remember that stocks, bonds, and FX all have a volatility component, and they behave in a similar way. When volatility crashes, as it did on Friday,...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	983	983	1164	1485	1479	2814
Fund Return	-1.74%	-1.74%	16.36%	14.09%	8.14%	10.9%
Place in category	283	283	64	33	36	4
% in Category	55	55	13	8	9	2

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	714.93B	-4.34	18.30	14.15
Fidelity Contrafund	145.88B	-5.39	25.10	16.39
Fidelity Total Market Index Instl b	118.93B	-3.98	17.86	13.66
Fidelity International Index Inst	76.67B	0.95	14.60	8.82
Fidelity Growth Company	71.39B	-2.70	27.95	21.05

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	121.98B	-1.13	14.30	9.48
Vanguard Wellington Admiral	102.05B	-3.32	12.75	9.52
American Funds American Balanced R6	60.48B	-1.08	14.65	9.82
Vanguard Balanced Index Adm	47.48B	-2.40	12.26	9.02
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.43	199.61	+0.02%
Alphabet A	-	5.04	383.18	-0.42%
Apple	-	4.35	281.85	+3.87%
Microsoft	-	3.72	413.62	+1.43%
Amazon.com	-	2.87	268.59	+1.33%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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