FBAUX Mutual Fund
FBAUX Mutual Fund
FBAUX Mutual Fund
Fidelity Balanced Fund Class I
FBAUX Mutual Fund Overview
FBAUX Mutual Fund (Fidelity Balanced Fund Class I) is managed by Fidelity Investments (US). FBAUX expense ratio is 0.51%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-18.
FBAUX performance shows a YTD return of 9.07%. The 1-year return is 17.75% and the 5-year return is 8.87%. FBAUX dividend yield stands at 2.47%, paid quarterly.
FBAUX 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 FBAUX holdings, FBAUX sectors, or FBAUX dividends.
FBAUX can be compared against other funds. Use FBAUX overlap to find shared positions, or FBAUX vs another fund for a side-by-side view. FBAUX alternatives are available via the screener, along with tax-loss harvesting opportunities.