FBARX Mutual Fund

FBARX Mutual Fund (Fidelity Balanced Fund Class C) is managed by Fidelity Investments (US). FBARX expense ratio is 1.51%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-18.

FBARX performance shows a YTD return of 8.45%. The 1-year return is 16.60% and the 5-year return is 7.79%. FBARX dividend yield stands at 1.54%, paid quarterly.

FBARX 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 FBARX holdings, FBARX sectors, or FBARX dividends.

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