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Fidelity Balanced K6 Fund: (MF: FBKFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:18 PM ET

$17.09 USD

+0.02 (0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.24 61
3 months 2.25 70
6 months 8.64 26
1 Year 16.65 24
3 Year 17.23 3
5 Year 9.89 6
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.72
5 Year 9.78
10 Year NA
Since Inception 12.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.69 8.19 6.52 3.19
2024 7.14 2.85 4.82 0.50
2023 7.61 5.99 -2.79 9.97
2022 -4.89 -13.78 -4.80 5.22
2021 4.26 6.51 -0.18 6.90

Annual Return

2026202520242023202220212020
% Total Return 2.2415.7216.1121.93-17.8618.5122.74
% Total Return Rel to Index 0.39-2.49-8.91-4.310.34-10.174.34
% Total Return Rel to Peer 0.162.554.487.97-4.105.3211.47
% Perf Quintile vs Peer* 3.001.000.001.005.001.001.00
% Dividends 0.000.330.310.250.170.140.17
% Yield 0.001.751.862.131.360.881.22
Capital Gains ($) 0.000.740.130.000.240.470.15
Expense Ratio 0.000.320.320.320.320.320.31

* 1 = Top 20%, 5 = Bottom 20%