Skip to Content
Morningstar

Fidelity Balanced K FBAKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FBAKX

Will FBAKX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBAKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBAKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The manager is building his track record as an allocator.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Fidelity Balanced benefits from the collective caliber of the firm’s stock-pickers and a few seasoned underlying managers, but its relatively new lead manager has a short track record managing a balanced fund.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor