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Fidelity® Balanced FBALX

Analyst rating as of
NAV / 1-Day Return
28.92  /  1.37 %
Total Assets
42.2 Bil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Fee Level
Below Average
Longest Manager Tenure
12.43 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.21%
Turnover
95%
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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.

A consistent equity tilt knocks this fund off-balance.

Senior Analyst

Summary

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Fidelity Balanced is led by a longtime manager, but churn among its equity sleeve managers gives pause. It earns a Morningstar Analyst Rating of Neutral across its share classes.

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