Skip to Content

Fidelity® Balanced FBALX

Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 24.83  /  0.98 %
  • Total Assets 38.5 Bil
  • Adj. Expense Ratio
  • 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%

Morningstar’s Analysis FBALX

Will FBALX 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.



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