FBAOX Mutual Fund

FBAOX Mutual Fund (Fidelity Balanced Fund Class A) is managed by Fidelity Investments (US). FBAOX expense ratio is 0.76%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-18.

FBAOX performance shows a YTD return of 8.91%. The 1-year return is 17.47% and the 5-year return is 8.60%. FBAOX dividend yield stands at 2.25%, paid quarterly.

FBAOX 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 FBAOX holdings, FBAOX sectors, or FBAOX dividends.

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