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Fidelity Balanced Fd: (MF: FBALX)
(MF) As of Apr 23, 2014 06:05 PM ET
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Zacks MF Rank : 5 - Strong Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2014
% of Portfolio
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Fidelity Balanced Fd FBALX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in November 1986 and is managed by Fidelity Group. The objective of this fund is to seek income and capital growth consistent with reasonable risk. This fund invests in domestic and foreign issuers. 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. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund offers dividends quarterly in March, June, September and December. Capital gains are offered twice a year in September and December.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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