FRYBX Mutual Fund
FRYBX Mutual Fund
FRYBX Mutual Fund
Fidelity Balanced Allocation Fund
FRYBX Mutual Fund Overview
FRYBX Mutual Fund (Fidelity Balanced Allocation Fund) is managed by Fidelity Investments (US) with $1.4M in net assets. FRYBX expense ratio is 0.03%, holding 4 positions across various sectors. Inception date: 2022-02-09.
FRYBX performance shows a YTD return of 5.25%. The 1-year return is 12.21%. FRYBX dividend yield stands at 2.56%, paid quarterly.
FRYBX top holdings include Fidelity U.S. Bond Index Fund (40.0%), Fidelity Total Market Index Fund (34.9%), Fidelity Total International Index Fund (15.0%), Fidelity Short-Term Bond Index Fund (10.0%), Cash (0.1%). Go to all FRYBX holdings, FRYBX sectors, or FRYBX dividends.
FRYBX can be compared against other funds. Use FRYBX overlap to find shared positions, or FRYBX vs another fund for a side-by-side view. FRYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.