WebOct 21, 2024 · Of course, there are important differences. Starting with their equity portfolios (which morph over time), Balanced presently has a larger stock allocation relative to Puritan (72% versus 67% ... WebThe Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can …
Fidelity® Balanced Fund (FBALX) Holdings - U.S. News & World …
WebSee performance data and interactive charts for Fidelity® Balanced Fund (FBALX). Research information including trailing returns and hypothetical growth for Fidelity® … WebOct 27, 2024 · More FBALX Holdings. Current Portfolio Date Nov 30, 2024. Equity Holdings 295. Bond Holdings 4645. Other Holdings 56. % Assets in Top 10 Holdings 19.7. Top 10 Holdings. % Portfolio Weight. Market ... gdp leading countries
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WebMar 31, 2024 · Fidelity Balanced Hybrid Composite Index is a hypothetical representation of the performance of the fund's general investment categories using a weighting of 60% … WebDiscover historical prices for FBALX stock on Yahoo Finance. View daily, weekly or monthly format back to when Fidelity Balanced Fund stock was issued. WebFeb 28, 2024 · Performance Review. For the three months ending December 31, 2024, the fund's Retail Class shares gained 5.10%, modestly trailing the 5.39% advance of the Fidelity Balanced Hybrid Composite Index SM. Within the portfolio, equities represented 67% of assets, on average, during the fourth quarter. This was a little less than the prior … dayton gold country manor apartments