FBKFX Mutual Fund

FBKFX Mutual Fund (Fidelity Balanced K6 Fund Class K6) is managed by Fidelity Investments (US). FBKFX expense ratio is 0.32%, holding 330 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2019-06-14.

FBKFX performance shows a YTD return of 9.35%. The 1-year return is 18.69% and the 5-year return is 10.21%. FBKFX dividend yield stands at 2.98%, paid quarterly.

FBKFX top holdings include Fidelity Investment Grade Bond Central Fund (34.3%), Nvidia Corp. (5.1%), Alphabet Inc. C (4.9%), Apple, Inc (4.3%), Microsoft Corp (3.3%). Go to all FBKFX holdings, FBKFX sectors, or FBKFX dividends.

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