Fidelity Balanced Fund (FBALX) Research
The Fidelity Balanced Fund typically allocates approximately 60% of its holdings to equity instruments, such as common stocks, with the balance invested in various fixed-income securities. During periods when the fund's market outlook is deemed neutral, its debt portfolio may incorporate lower-rated obligations, also known as sub-investment-grade, high-yield, or "junk" bonds. A fundamental component of its strategy is to commit at least 25% of its total assets to senior fixed-income instruments.
Market snapshot
- Symbol
- FBALX
- Price
- $35.28
- Day change
- +0.94%
- Market cap
- $66.4B
- 52-week range
- 30.13-35.33
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2035 Target Date Retirement Fund (AAFTX)
- Fidelity Puritan Fund (FPURX)
- Strategic Advisers Fidelity International Fund (FUSIX)
- Goldman Sachs GQG Partners International Opportunities Fund (GSINX)
- American Funds 2030 Target Date Retirement Fund (RFETX)
- TIAA-CREF Equity Index Fund (TIEIX)
- Vanguard Balanced Index Fund (VBINX)
- Vanguard Equity Income Fund Investor Shares (VEIPX)
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