Fidelity Balanced has ridden a persistent equity overweight to solid returns, but its risky profile and continued personnel changes keep the strategy’s Morningstar Analyst Rating at Neutral across all shares.
NAV / 1-Day Return
24.12 / 0.12 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--50% to 70% Equity
Investment StyleLarge Growth
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis FBALX
Will FBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.