FBAKX Mutual Fund

FBAKX Mutual Fund (Fidelity Balanced Fund Class K) is managed by Fidelity Investments (US) with $8.53B in net assets. FBAKX expense ratio is 0.39%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-05-09.

FBAKX performance shows a YTD return of 9.15%. The 1-year return is 17.91% and the 5-year return is 9.70%. FBAKX dividend yield stands at 1.66%, paid quarterly.

FBAKX top holdings include Fidelity Investment Grade Bond Central Fund (35.0%), Nvidia Corp. (5.1%), Alphabet Inc. C (4.7%), Apple, Inc (4.0%), Microsoft Corp (3.0%). Go to all FBAKX holdings, FBAKX sectors, or FBAKX dividends.

FBAKX can be compared against other funds. Use FBAKX overlap to find shared positions, or FBAKX vs another fund for a side-by-side view. FBAKX alternatives are available via the screener, along with tax-loss harvesting opportunities.