Fidelity Balanced benefits from a potent group of stock-pickers and bond-fund managers, as well as a thoughtful allocation framework. For investors looking to outdo the typical US 60/40 portfolio over the long term, this fund is worth considering.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBARX’s performance objective and investment process is for both security selection and portfolio construction.
