FBAQX Mutual Fund

FBAQX Mutual Fund (Fidelity Balanced Fund Class M) is managed by Fidelity Investments (US). FBAQX expense ratio is 1.01%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-18.

FBAQX performance shows a YTD return of 8.77%. The 1-year return is 17.20% and the 5-year return is 8.33%. FBAQX dividend yield stands at 2.00%, paid quarterly.

FBAQX 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 FBAQX holdings, FBAQX sectors, or FBAQX dividends.

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