FBALX Mutual Fund

FBALX Mutual Fund (Fidelity Balanced Fund) is managed by Fidelity Investments (US) with $25.00B in net assets. FBALX expense ratio is 0.46%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1986-11-06.

FBALX performance shows a YTD return of 9.09%. The 1-year return is 17.81% and the 5-year return is 9.40%. FBALX dividend yield stands at 2.52%, paid quarterly.

FBALX 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 FBALX holdings, FBALX sectors, or FBALX dividends.

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