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Fidelity® Balanced FBALX

Analyst rating as of
NAV / 1-Day Return
28.27  /  0.95 %
Total Assets
49.0 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Low
Longest Manager Tenure
13.32 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.81%
Turnover
40%
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Morningstar’s Analysis

Will FBALX 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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