The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
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Fidelity Balanced Fund
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FBALX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FBALX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fidelity Balanced Fund
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Pre-filled with FBALX's historical average return
Important: This projection uses simplified assumptions based on FBALX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VWELXVanguard Wellington Income Fund
VWENXVanguard Wellington Fund Admiral Shares
DODBXDodge & Cox Balanced Fund
FPURXFidelity Puritan
FBALX is the ticker symbol for Fidelity Balanced Fund, a Balanced mutual fund managed by Fidelity. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
FBALX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
FBALX has posted a 1-year return of +18.44%, 3-year return of +15.61%, 5-year return of +8.89%, 10-year return of +11.51%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
FBALX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether FBALX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.