FBAVX Mutual Fund
FBAVX Mutual Fund
FBAVX Mutual Fund
Fidelity Balanced Fund Class Z
FBAVX Mutual Fund Overview
FBAVX Mutual Fund (Fidelity Balanced Fund Class Z) is managed by Fidelity Investments (US). FBAVX expense ratio is 0.39%, holding 331 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-18.
FBAVX performance shows a YTD return of 9.16%. The 1-year return is 17.92% and the 5-year return is 8.95%. FBAVX dividend yield stands at 2.58%, paid quarterly.
FBAVX 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 FBAVX holdings, FBAVX sectors, or FBAVX dividends.
FBAVX can be compared against other funds. Use FBAVX overlap to find shared positions, or FBAVX vs another fund for a side-by-side view. FBAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.