WebJan 22, 2024 · FBALX invests at least 25% of its portfolio in fixed-income securities like bonds and other debt investments. These are primarily investment-grade credit and mortgage pass-through securities. WebFBALX Fund $23.55 $41.6 B 1.77% $0.42 0.51% FBALX - Profile Distributions YTD Total Return 2.7% 3 Yr Annualized Total Return 4.7% 5 Yr Annualized Total Return 1.2% Capital Gain Distribution Frequency None Net Income Ratio 0.98% DIVIDENDS Dividend Yield 1.8% Dividend Distribution Frequency Quarterly Fund Details Legal Name Fidelity® …
FBALX - Fidelity ® Balanced Fund Fidelity Investments
WebNov 8, 2024 · Balanced Fund (FBALX) This is a moderate allocation fund, which means shareholders of FBALX will get a medium-risk asset allocation of roughly two-thirds stocks and one-third bonds. This mix presents less risk than a portfolio of 100% stocks. However, the long-term returns have historically been near what you'd expect for a pure stock fund. WebMar 31, 2024 · Portfolio Net Assets ($M) $37,545.58 2/28/2024 Share Class Net Assets ($M) $30,148.45 2/28/2024 12 Month Low-High $21.82 - $29.30 2/28/2024 Hypothetical … tobago cabinet finishes
A Simple Portfolio Is All You Need Kiplinger
WebApr 12, 2024 · FBALX: Fidelity Balanced Fund - Fund Holdings. Get the lastest Fund Holdings for Fidelity Balanced Fund from Zacks Investment Research WebApr 14, 2024 · Funds in this group include $39 billion. Fidelity Balanced. (FBALX) and $125 million. Westwood Total Return. (WLVIX). The Fidelity fund held 62% in stocks at the end of February, with 37% in bonds. Its 30-day SEC yield was recently 2.1%. The fund is up 7.6% this year, partly reversing last year’s decline of 18%. WebOct 4, 2024 · Still, a good option to consider is Fidelity Balanced (symbol FBALX (opens in new tab), 0.52%), which in the past year returned 27.6%, topping 88% of its category peers. According to the most ... penn state harrisburg library database