fbalx stock price

What are the total returns of fbalx funds?

Total Returns FBALX FUND CATEGORY S&P 500 -9091827 YTD1YR3YR5YR10YR Fund -4.87 9.65 17.59 13.53 11.61 Category -4.02 7.51 12.84 10.03 9.22 S&P 500 -5.89 18.03 20.89 16.69 15.32

What is the current price of fbalxus?

Fidelity Balanced Fund Watchlist FBALXUS Last Updated: Dec 30, 2021 12:00 a.m. EST $30.42 -0.03-0.10% Previous Close $30.45

What is the fbalx 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.

Is Fbalx a good buy?

Overall, Fidelity Balanced Fund ( FBALX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Fidelity Balanced Fund ( FBALX ) looks like a good potential choice for investors right now.

Is Fbalx an ETF?

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund FBALX....ETFs Linked To S&P 500 Index.SymbolSPLGETF NameSPDR Portfolio S&P 500 ETFAssets$13,011,000.00YTD-18.31%Expense Ratio0.03%6 more columns

Does Fidelity Balanced Fund pay dividends?

FBALX Dividend Yield: 1.16% for July 18, 2022.

What share class is Fbalx?

About FBALX The 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 be a wide variation among the funds in this category.

Which is the best balanced mutual fund?

Best Balanced Mutual FundsTata Balanced Advantage Fund Direct Growth. ... Sundaram Balanced Advantage Fund - Direct Plan - Growth Option. ... DSP Dynamic Asset Allocation Fund Direct Growth. ... Union Balanced Advantage Fund Direct Growth. ... Axis Balanced Advantage Fund Direct Growth. ... Kotak Balanced Advantage Fund Direct Growth.More items...

What is a good Vanguard Balanced Fund?

10 Best Vanguard Funds for Long-Term InvestingVanguard Wellesley Income (VWINX)Vanguard 500 Index (VFIAX)Vanguard Total Bond Market Index (VBTLX)Vanguard STAR (VGSTX)Vanguard Total International Stock Market Index (VTIAX)Vanguard Growth Index (VIGAX)Vanguard Balanced Index (VBIAX)Vanguard Mid-Cap Index (VIMAX)

What holdings are in Fbalx?

Top 10 HoldingsCompanySymbolTotal Net AssetsMicrosoft Corp.MSFT4.75%Apple Inc.AAPL4.11%Amazon.com Inc.AMZN2.42%Alphabet Inc. Cl AGOOGL1.60%6 more rows

Does Fidelity have a 60/40 fund?

While it depends on the inflationary environment, which is difficult to forecast, Fidelity believes a 60/40 balanced portfolio allocation helps to ensure optimal long-term performance, keeping investors in the game instead of buying and selling based on market ups and downs.

What does Fidelity Balanced fund invest in?

Fidelity® Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth.

Does fidelity have a fund similar to Vanguard Wellesley?

Fidelity Puritan Fund (FPURX) has been suggested as an alternate to Vanguard's Wellington Fund (VWELX). Both are good funds, but you would be just as well served in my opinion with a simple 60/40 allocation into Fidelity Total Stock Market Index Fund (FSKAX) & Fidelity Total Bond Market Fund (FXNAX).

Is Vbinx a good investment?

As of June 15, 2022, the fund has assets totaling almost $52.50 billion invested in 15,351 different holdings. The fund has returned -5.63 percent over the past year, 9.32 percent over the past three years, 8.18 percent over the past five years and 8.98 percent over the past decade.

Does Vanguard have a balanced ETF?

VBAL – Vanguard Balanced ETF Portfolio – ETF Stock Quote | Morningstar.

What is the 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.

What is the parent pillar of FBALX?

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

Is Fidelity Balanced a risky investment?

Fidelity Balanced has ridden a persistent equity overweight to solid returns, but its risky profile and high turnover among sleeve managers keep the strategy’s Morningstar Analyst Rating at Neutral across all shares.

Does Stansky want to let stock selection drive performance?

On the equity side, Stansky wants to let stock selection drive performance. He ties the equity portfolio’s sector weightings to the S&P 500, allocating assets proportionally to Fidelity’s underlying sector managers, who then employ their own investment philosophies. Yet this leaves the strategy vulnerable to underlying personnel changes, and six sector managers have departed since 2016. While there hasn’t been much turnover of late, continued stability would help inspire more conviction in both the team and the process.

Does Fidelity have a fixed income sleeve?

Fidelity’s well-regarded core bond team manages the fixed-income sleeve, albeit with higher credit risk than the benchmark that dilutes the sleeve’s role as a ballast. The fixed income portfolio’s tilt toward BBB-rated bonds, combined with the fund’s consistent overweight to equities, contributes to the strategy’s 16.4% standard deviation over Stansky’s tenure, well above the category index’s 12.4% and blended benchmark’s 14.3%.

What is Quarter End Average Annual Total Return?

Quarter-end Average annual total return is a rate of return on a quarterly basis that, if achieved annually, would have produced the same cumulative total return if performance had been constant over the entire period. Average annual total returns smooth out variation in performance; they are not the same as actual year-by-year results. Close tooltip

What is Morningstar data point?

This data point, usually shown as a graph, shows how the value of a hypothetical investment of $10,000 in a fund would have changed over time. It can also be used to compare the fund's historical performance against a benchmark or Morningstar Category average. This measurement does not include fees, although it assumes the reinvestment of all dividend and capital gains distributions. Close tooltip

What is turnover rate in equity?

For Equity Funds, turnover rate is a measure of the fund's trading activity calculated by dividing total purchases or sales of portfolio securities (whichever is lower) by the fund's net assets. For the fixed income investments, duration estimates how much a bond fund's price will change with a change in comparable interest rates. Weighted average maturity is a weighted average of all the maturities of the securities held in a fund. WAM can be used as a measure of sensitivity to interest rate changes and markets changes. For money market funds, weighted average life is the weighted average of the life of the securities held in a fund or portfolio and can be used as a measure of sensitivity to changes in liquidity and/or credit risk. Generally, the higher the value, the greater the sensitivity. Close tooltip

Why are stocks volatile?

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income investments entail interest rate risk (as interest rates rise bond prices usually fall), the risk of issuer default, issuer credit risk and inflation risk. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. Lower-quality bonds can be more volatile and have greater risk of default than higher-quality bonds. Leverage can increase market exposure and magnify investment risk.