Historical performance for Fidelity Balanced Fund (FBALX) with historical highs & lows, new high & low prices, past performance, latest news. FBALX had a total return of % in the past year. Since the fund's inception, the average annual return has been %, including dividends. Average Annual Returns As of 08/31/ ; +%, na, na ; +%, na, na. Latest Performance as of Jul 31, ; 1 Year, , 18 ; 3 Year, , 8 ; 5 Year, , 1 ; 10 Year, , 2. Trailing total returns ; Fidelity Balanced Fund, +%, +% ; Moderate Allocation, +%, +% ; S&P TR USD, +%, +% ; Fund quartile, 1st, 1st.
FUND. Fidelity VIP Balanced. %, % ; PRIMARY BENCHMARK. S&P Index. Close. %, % ; SECONDARY BENCHMARK. Fidelity Balanced 60/40 Composite. performance and the overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with fund's 3, 5 and 10 year rating. FUND. Fidelity® Balanced Fund. %, % ; PRIMARY BENCHMARK. S&P Close. --, % ; SECONDARY BENCHMARK. Fid Bal Hybrid Comp Idx. Close. --, %. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current. Fidelity Balanced Fund ; US stock, % ; US bond, % ; Non-US stock, % ; Non-US bond, % ; Cash, %. See fund information and historical performance for the Fidelity Balanced Fund (FBALX). Check out our mutual fund lineup. Performance Overview ; YTD Return, % ; 5y Average Return, % ; Number of Years Up, 31 ; Number of Years Down, 6 ; Best 1Y Total Return (Sep 13, ), I have a question about Fidelity mutual fund FBALX. It's objective (when the fund managers feel the market outlook is neutral) is to replicate a. Fidelity Balanced Fund ; YTD. % ; 1 Month. % ; 3 Month. % ; 1 Year. % ; 3 Year. %. The fund has returned % over the past year (grade of A), % over the past three years (grade of A) and % per year over the past five years (grade of A). Latest Performance as of Aug 31, ; 1 Year, , 18 ; 3 Year, , 9 ; 5 Year, , 1 ; 10 Year, , 2.
Total returns are historical and include changes in share price and reinvestment of dividends and capital gains, if any. MORNINGSTAR RATING. Overall. 3-Year. The fund's equity investments gained % for the three months, modestly better than the % advance of the benchmark S&P ® index. Stock selection in. The Fund seeks both income and capital growth. Investing approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other. For equity funds, we will aim to keep cash flow between % and % of the NAV each year on F8, T8 and S8, and between % and % of the NAV each year on. Find the latest Fidelity Balanced Fund (FBALX) stock quote, history, news and other vital information to help you with your stock trading and investing. A high-level overview of Fidelity Balanced Fund No Load (FBALX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals. The fund has returned percent over the past year, percent over the past three years, percent over the past five years and percent over the. FBALX Performance - Review the performance history of the Fidelity Balanced fund to see it's current status, yearly returns, and dividend history. See performance data and interactive charts for Fidelity® Balanced Fund (FBAKX). Research information including trailing returns and hypothetical growth for.
Performance ; Performance Current Year, ; Performance since Inception, 2, ; High 1 Year, ; Maximum Loss 1 Year, Fidelity Balanced FBALX · NAV / 1-Day Return / + % · Total Assets Bil · Adj. Expense Ratio. % · Expense Ratio % · Distribution Fee. The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will. The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment. FBALX - Fidelity Balanced Fund has disclosed total holdings in their latest SEC filings. Most recent portfolio value is calculated to be.
Why invest in this fund? · A U.S.-focused fund with a neutral mix of 65% equities and 35% fixed income. · Seeks to capitalize on investment opportunities in the.