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Fidelity® Balanced K FBAKX

Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.53  /  0.57 %
  • Total Assets 38.5 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.38%
  • Turnover 36%

Morningstar’s Analysis FBAKX

Will FBAKX outperform in future?

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

You’ll be all right as long as you can stay invested.

Summary

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Fidelity Balanced has ridden a persistent equity overweight to solid returns, but its risky profile and continued personnel changes keep the strategy’s Morningstar Analyst Rating at Neutral across all shares.

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