Fidelity balanced mutual fund
WebFidelity® Balanced Fund FBALX Price as of: MAR 10, 05:00 PM EST $23.55 - $0.12 - 0.51% Primary Theme U.S. Balanced Allocation fund company Fidelity Investments Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 2.7% 1 yr return -13.9% 3 Yr Avg Return 4.7% 5 Yr Avg Return -0.8% Net Assets $41.6 B WebThe fund's Retail Class shares returned -12.80% the past 12 months, trailing the -11.07% result of the Fidelity Balanced Hybrid Composite Index SM, a 60/40 blend of the S&P …
Fidelity balanced mutual fund
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WebApr 13, 2024 · To track the S&P 500 index, investors can buy FXAIX, one of Fidelity's most long-standing funds. Having been in operation since 1988, this fund has returned an annualized 10.4% as of March 31, 2024. WebMar 31, 2024 · This description is only intended to provide a brief overview of the mutual fund. Read the fund's prospectus for more detailed information about the fund. More AS OF 12/31/2024 ; Fund Inception 11/6/1986 Expense Ratio (Gross) : 0.5% AS OF 10/29/2024 1 Yr 3 Yrs Fidelity® Balanced Fund Allocation--50% to 70% Equity -13.64% …
WebFernandes is also responsible for co-managing the Fidelity and Fidelity Advisor Balanced Funds, VIP Balanced Portfolio, Fidelity Select and VIP Materials Portfolio, and Fidelity … WebFeb 10, 2024 · The Fidelity Balanced Fund made its debut in November of 1986 and FBALX has managed to accumulate roughly $31.64 billion in assets, as of the most recently available information. The fund...
WebFeb 28, 2024 · The Fidelity Balanced fund was incepted in November 1986 and is managed by Fidelity Group. The objective of this fund is to seek income and capital growth consistent with reasonable risk. This ... WebOct 14, 2024 · Fidelity Balanced Fund (ticker: FBALX) FBALX is a balanced fund designed to ensure a good blend of income, growth potential and capital preservation. The fund targets a 60% stock allocation.
WebMar 31, 2024 · Analyze the Fund Fidelity ® Balanced Fund having Symbol FBALX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. FBALX - Fidelity ® Balanced Fund Fidelity Investments Analyze the Fund Fidelity ® Multi-Asset Income Fund having Symbol FMSDX for … Analyze the Fund Fidelity ® Investment Grade Bond Fund having Symbol … Analyze the Fund Fidelity ® Puritan ® Fund having Symbol FPURX for type mutual … Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual … Analyze the Fund Fidelity Asset Manager ® 50% having Symbol FASMX for type … Analyze the Fund Fidelity ® Blue Chip Growth Fund having Symbol FBGRX for …
WebFeb 28, 2024 · Fidelity ® Balanced Fund No Transaction Fee 1 Fidelity Fund Pick 2 Monthly Fact Sheet (PDF) Prospectus More Morningstar ® Snapshot* AS OF 1/31/2024; Morningstar Category: Allocation--50% to 70% Equity *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this … gomez roofing south floridaWebFidelity Balanced Allocation has an expense ratio of 0.10 percent. Net Expense Ratio 0.1 Category Average: 0.84%* Management 0.1 Category Average: 0.4%* SEE MORE FRYBX FEES Updated 01/31/23... gomez says she\\u0027s inWebThe Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can … healthchoice basic oklahomaWebFeb 22, 2024 · Several balanced mutual funds are not only well-rated by Morningstar, but are affordable to purchase, such as the American Funds American Balanced A ( ABALX) recently priced at $26.30 per share, Hartford Balanced Income A ( HBLAX) at $13.66, and the Fidelity Balanced ( FBALX) at $22.29. iShares Core Balanced ETF Portfolio … gomez says she\\u0027s in debt to franciaWebFeb 28, 2024 · The Fidelity Balanced fund was incepted in November 1986 and is managed by Fidelity Group. The objective of this fund is to seek income and capital … gomez says she\\u0027s in debt toWebOct 29, 2024 · Fidelity® Balanced Fund Costs & Fees Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund Family Overview Interactive Chart Performance Holdings Costs & Fees Risk Fund... health choice bcbsazWebCurrent and Historical Performance Performance for Fidelity Balanced Fund on Yahoo Finance. gomez says she\u0027s in debt to fran