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Morningstar

Fidelity® Balanced FBALX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
24.12  /  0.12 %
Total Assets
38.5 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Low
Longest Manager Tenure
14.17 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.18%
Turnover
36%

USD | NAV as of Dec 02, 2022 | 1-Day Return as of Dec 02, 2022, 10:40 PM GMT+00:00

Morningstar’s Fund Analysis FBALX

Will FBALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FBALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

You’ll be all right as long as you can stay invested.

Analyst

Summary

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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.

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