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 sectors including Unknown. Inception date: 2022-02-09.
FRYBX performance shows a YTD return of 6.16%. The 1-year return is 13.74%. FRYBX dividend yield stands at 2.43%, paid quarterly.
FRYBX top holdings include Fidelity U.S. Bond Index Fund (40.8%), Fidelity Total Market Index Fund (34.6%), Fidelity Total International Index Fund (14.3%), Fidelity Short-Term Bond Index Fund (10.3%). View all FRYBX holdings, sector breakdown, or dividend history.
FRYBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FRYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.