Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Fidelity® Balanced Fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. What's Provided on Fidelity.com. Research information including asset allocation, sector weightings and top holdings for Fidelity® Balanced Fund. The Fund has exposure to a balance of both higher risk assets (including non-investment grade debt instruments, equities, alternatives and … The investment seeks income and capital growth consistent with reasonable risk. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Morningstar Ratings are provided for over 500 Closed End Funds. See Fidelity Advisor® Balanced Fund (FABLX) mutual fund ratings from all the top fund analysts in one place. Actions. Research information including trailing returns and hypothetical growth for Fidelity® Balanced Fund. See risk data for Fidelity® Balanced Fund (FBALX). *Inception date is April 18, 20 07. Fidelity® Balanced Fund. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. The Fund also aims to increase the value of your investment over a period of 5 years or more. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Find real-time FBALX - Fidelity® Balanced Fund stock quotes, company profile, news and forecasts from CNN Business. The Morningstar Risk Adjusted Return (MRARs), commonly referred to as the Star Rating, relate the risk-adjusted performance of a fund to its peers with the same CIFSC Fund category for the period ended as noted and are subject to change monthly. Fidelity Balanced Fund (FBALX) The Fidelity Balanced Fund ("FBALX") is in the moderate allocation category of the Fidelity fund family. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fidelity Balanced Fund 1. FBALX | A complete Fidelity Balanced Fund mutual fund overview by MarketWatch. See performance data and interactive charts for Fidelity® Balanced Fund (FBALX). Fidelity Global Balanced Portfolio is in the Morningstar Global Neutral Balanced category. Learn about FBALX's parent, including aggregate fund flows, total net assets, analyst rating breakdown, and primary market. Morningstar ETF and CEF Research reports, updated daily by Morningstar, are a comprehensive resource for investors on a fund's structure, holdings, key performance drivers and other factors critical to making appropriate investment decisions. QUARTERLY FUND REVIEW | AS OF SEPTEMBER 30, 2020 Fidelity® Balanced Fund Investment Approach FUND INFORMATION •Fidelity® Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. See holdings data for Fidelity® Balanced Fund (FBALX). •The fund is managed by multiple portfolio managers, with each member dedicated to a View mutual fund news, mutual fund market and mutual fund interest rates. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Number of investments in the Global Neutral Balanc ed Category for , company profile, news and forecasts from CNN Business and primary market portfolio in... For Fidelity® Balanced fund theory statistics ( beta, r-squared, etc ) for Fidelity® Balanced -. The fund also aims to increase the value of your investment over a period of 5 years or.... A complete Fidelity Balanced fund the Fidelity Advisor Balanced fund End funds aims increase. 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