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Morningstar

Fidelity® Balanced FBALX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.83  /  0.98 %
  • Total Assets 38.5 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • 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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis FBALX

Will FBALX 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 FBALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FBALX 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 FBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Analyst

Summary

| by Hyunmin Kim

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.

Unlock our full analysis with Morningstar Investor