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Fidelity® Balanced K FBAKX

Analyst rating as of

Morningstar’s Analysis

Will FBAKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

More Personnel Changes on Fidelity Balanced; Ratings Unchanged

Analyst Note

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On Jan. 18, 2022, Fidelity Investments announced that sleeve manager Brian Lempel had stepped off Fidelity Balanced's management roster and left the firm. As frequent sleeve manager turnover is already considered in the current ratings, this change does not affect the fund's Average People Pillar rating or its Morningstar Analyst Rating of Neutral.

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