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Fidelity® Balanced

FBALX
19.64
+0.24
+1.24%
2/12/2016
5 Years
  • Previous Close

    19.40

  • Net Assets

    19.31B

  • Yield

    1.71%

  • Front load

    None

  • Expenses

    0.55%

  • Category

    Moderate Allocation

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Fidelity Investments

Fund Style

Open

Fund Manager

Douglas Simmons

Investment Style

Large Growth

The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP NA

Inception

11/6/1986

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