fidelity balanced fund type

Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Muni National Intermediate-Term Bond Funds. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBALX’s performance objective and investment process is for both security selection and portfolio construction. You can find more detailed information in the Fund’s simplified prospectus. The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. 28.76-0.16-0.55%. Find our live Fidelity® Balanced Fund fund basic information. ... Fidelity® Balanced Fund [FBALX] The Fidelity Balanced Fund made its debut in November of 1986 and FBALX has managed to accumulate roughly $31.64 billion in assets, as of the most recently available information. FOBAX - Tributary Balanced Fund Institutional Class | Fidelity Investments 11/06/1986 Inception. Open-end funds. Fidelity International Discover. The Fidelity Balanced Fund made its debut in November of 1986 and FBALX has managed to … You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Mr. Sorel also co-manages the … View & analyze the FBALX fund chart by total assets, risk rating, Min. Investment objective The Fund is actively managed and primarily invests in a variety of collective investment schemes that include significant UK and international equity exposure together with fixed income and alternative investments to provide an overall balanced investment mix of growth assets. Learn more about mutual funds at fidelity.com. 55.04-0.72-1.29%: FLPSX. View the latest Fidelity MoneyBuilder Balanced (Class W) Accumulation Fund price and comprehensive overview including objectives, charges and savings. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. The fund has received a five-star Morningstar rating … The Fund may also invest in transferable securities, money market instruments, exchange traded funds, cash and cash deposits. Fund net assets. Domicile country. Analyze the Fund Fidelity ® Balanced K6 Fund having Symbol FBKFX for type mutual-funds and perform research on other mutual funds. Whatever your reason for choosing Fidelity over Vanguard, I wanted to show you how to build three-fund or other simple index fund portfolios with Fidelity. Aggressive Growth. Research information including asset allocation, sector weightings and top holdings for Fidelity® Balanced Fund. Asset Class: Asset Allocation. The People Pillar is our evaluation of the FBALX management team’s experience and ability. FUND FACTS FIDELITY INVESTMENTS CANADA ULC Fidelity Balanced Portfolio Series B, E1, E2, E3 and E4 NOVEMBER€1,€2020 This document contains key information you should know about Fidelity Balanced Portfolio - Series B, E1, E2, E3 and E4 (the “Fund”). See holdings data for Fidelity® Balanced Fund (FBALX). The latest fund information for Fidelity Moneybuilder Balanced W Inc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. This site is protected by reCAPTCHA and the Google Where these charges do exist they are included within the variable ongoing costs in the, Additional benefits for larger portfolios, Our experts’ favourite funds - Select 50, Our experts’ favourite ETFs - Select ETF, Doing Business with Fidelity document (incorporating the Fidelity Client Terms). Fidelity Balanced is led by a longtime manager, but churn among its equity sleeve managers gives pause. investment, market cap and category. The Fidelity Balanced Fund ("FBALX") is in the moderate allocation category of the Fidelity fund family. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. In many cases, Fidelity’s index fund is cheaper than Vanguard’s equivalent offering. 16.45-0.49-2.89%: FDVLX. Show Less. Fidelity Balanced Hybrid Composite Index is a hypothetical representation of the performance of the fund's general investment categories using a weighting of 60% equity and 40% bond. To learn more about our model portfolios, please see our methodology (PDF). Fidelity Advisor Balanced Fund - Class A. Fidelity® Balanced Fund FBALX Growth of a Hypothetical $10,000 Investment as of 12/31/2020 This fund has multiple managers, view FBALX quote page for complete information. Fund family. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. The Fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds (which may include funds managed by Fidelity). The Fund has exposure to a balance of both higher risk assets (including non-investment grade debt instruments, equities, alternatives and commodities) and lower risk assets. Learn How to Read a Morningstar Analyst Report. Morningstar Category: Allocation--50% to 70% Equity. Fidelity Investments. Find basic information about the Fidelity® Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Additionally, he manages the Fidelity Financial Services Central Fund and co-manages Fidelity and Fidelity Advisor Balanced Fund, VIP Balance Portfolio, Fidelity Series All-Sector Equity Fund, FIAM Strategic Advisor Core Research Fund, FIAM U.S. Total Stock Fund, Fidelity Advisor Stock Selector Mid Cap Fund, and Fidelity Advisor Stock Selector All Cap Fund. Fidelity Value Fund… Learn more about mutual funds at fidelity.com. Additionally, he manages the Fidelity Financial Services Central Fund and co-manages Fidelity and Fidelity Advisor Balanced Fund, VIP Balance Portfolio, Fidelity Series All-Sector Equity Fund, FIAM Strategic Advisor Core Research Fund, FIAM U.S. Total Stock Fund, Fidelity Advisor Stock Selector Mid Cap Fund, and Fidelity Advisor Stock Selector All Cap Fund. The Fund is actively managed and primarily invests in a variety of collective investment schemes that include significant UK and international equity exposure together with fixed income and alternative investments to provide an overall balanced investment mix of growth assets. Fidelity® Balanced Fund Fund , FBALX. Shareclass type. Fidelity Low-Priced Stock Fund. It earns a Morningstar Analyst Rating of Neutral across its share classes. Analyze the Fund Dodge & Cox Balanced Fund having Symbol DODBX for type mutual-funds and perform research on other mutual funds. Add to watchlist. Type. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Fund category. We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. Fidelity Balanced (FBALX): This is a moderate allocation fund, which means shareholders of FBALX will get a medium-risk asset allocation of roughly two-thirds stocks and one-third bonds. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Fidelity® Balanced FBALX ... Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Asset Class U.S. Equity ... Fund Type … It assumes reinvestment of dividends and capital Fidelity Balanced is led by a longtime manager, but churn among its equity sleeve managers gives pause. United States. Get the lastest Fund Performance for Fidelity Balanced Fund from Zacks Investment Research This website does not contain any personal recommendations for a particular course of action, service or product. investment, market cap and category. Although this mix is lower risk than a portfolio of 100% stocks, the long-term returns have historically been near what you'd expect for a pure stock fund. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. US Dollar. One Fund: Start with S&P 500 or Total Stock Market. Mr. Sorel also co-manages the … Funds in this category are balanced between stocks and … View & analyze the FBALX fund chart by total assets, risk rating, Min. FBALX: Fidelity Balanced Fund - Fund Performance Chart. Learn more about mutual funds at fidelity.com. Fidelity Balanced 60/40 Composite Index is a customized blend of indices, weighted as follows: S&P 500 Index—60%; and Bloomberg Barclays U.S. There is only one type of share class for this fund. 10,000 20,000 30,000 $40,000 11 13 15 17 19 This graph represents the growth of a hypothetical investment of $10,000. NAV: 29.12 : Offer Price (POP) 29.12: Net Change: 0.36 : Load % 0.0000% Net Change % 1.251739% : Last Dividend (12/14/2020) 0.0710: Previous NAV: 28.76 : Last Cap Gain ST (12/11/2020) 0.166: Previous NAV Date: 03/08/2021 : Last Cap Gain LT (12/11/2020) 0.155: Fund Number: 00304 : 30-Day Yield % 0.70 Category GBP Moderately Adventurous Allocation. Find our live Fidelity® Balanced Fund fund basic information. Analyze the Fund Tributary Balanced Fund Institutional Class having Symbol FOBAX for type mutual-funds and perform research on other mutual funds. Terms of Service apply. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. 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. © Copyright 2021 Morningstar, Inc. All rights reserved. Get our overall rating based on a fundamental assessment of the pillars below. Unlock our full analysis with Morningstar Premium. Fidelity is based in Boston, MA, and is the manager of FBALX. Please note that some funds may have small additional incidental charges that are not shown here. The Fidelity Fund Portfolios–Income represent three distinct income‐focused model portfolios (Conservative–Income, Balanced–Income, and Growth–Income) consistent with different levels of long-term risk. Fidelity Contra Fund. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds (which may include funds managed by Fidelity). Privacy Policy and 52.05-1.09-2.05%: FCNTX. Portfolio currency. FIDELITY BALANCED FUND (FBALX) As of:03/09/2021. Allocation--50% to 70% Equity. Aggregate Bond Index—40%. The Parent Pillar is our rating of FBALX’s parent organization’s priorities and whether they’re in line with investors’ interests. Gross Expense Ratio is the total annual fund or class operating expense ratio from the most recent prospectus (before waivers or reimbursements) and generally is based 28.76 Nav. Fidelity Investments Balanced To find out detailed information on Fidelity Investments Balanced in the U.S., click the tabs in the table below. It earns a Morningstar Analyst Rating of Neutral across its share classes. $38.28 BILLION. 03/08/2021 12:00 AM NAV. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more.