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Logo for Fund Fidelity Balanced Fund

Fidelity Balanced Fund (FBAKX)

NASDAQ Currency in USD
$294.00
-$0.06
-0.02%
Last Update: 18 Jul 2026, 07:39
Assets Under Management
Expense Ratio
0.21%
Forward Dividend Yield
$218.42-$371.65
52 Week Range

FBAKX Price Chart

Explore Fidelity Balanced Fund interactive price chart. Choose custom timeframes to analyze FBAKX price movements and trends.

FBAKX Fund Profile

Key details and information about Fidelity Balanced Fund (FBAKX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

15 May 2008

Country

US

Description

This fund generally allocates around 60% of its investments to stocks and other equity-related assets, with the remaining portion directed towards bonds and various debt instruments. When the market outlook is neutral, it may incorporate lower-rated debt, specifically those considered sub-investment grade, commonly referred to as high-yield or "junk" bonds. Additionally, at least 25% of the total assets are invested in senior fixed-income securities.

FBAKX Fund Performance

View FBAKX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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