Fbalx ytd performance
WebSee Fidelity® Balanced Fund (FBALX) mutual fund ratings from all the top fund analysts in one place. See Fidelity® Balanced Fund performance, holdings, fees, risk and other … WebMonth YTD 1 Year 3 Year 5 Year 10 Year/ LOF1 Fidelity Balanced Fund ... Performance shown is that of the fund's Retail Class shares ... FBALX Start Date: November 06, 1986 Size (in millions): Morningstar Category: Fund Allocation--50% to 70% Equity Stock markets, especially foreign
Fbalx ytd performance
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WebThe Fund seeks income and capital growth by investing 60% of its assets in stocks and other equity securities and the remainder in bonds and other debt securities, including … WebDec 13, 2024 · YTD return: -9.04% This fund’s holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. 7. Fidelity Balanced Fund (FBALX) While no mutual fund is risk-free, one of the safer Fidelity funds is this balanced fund, which carries average risk vs. the above-average risk seen with the typical stock fund.
WebCurrent and Historical Performance Performance for Fidelity Asset Manager 50% Fund on Yahoo Finance. Home; Mail; News; Finance; ... YTD 30. 1-Month 28. 3-Month 30. 1-Year 32. 3-Year 80. 5-Year 57 ... WebFBALX - Profile Distributions YTD Total Return 7.2% 3 Yr Annualized Total Return 4.7% 5 Yr Annualized Total Return 2.8% Capital Gain Distribution Frequency None Net Income Ratio 0.98% DIVIDENDS Dividend Yield 1.4% Dividend Distribution Frequency Quarterly Fund Details Legal Name Fidelity® Balanced Fund Fund Family Name Fidelity Investments
WebMar 31, 2024 · The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Calendar-Year … WebApr 3, 2024 · FBALX uses the blended Fidelity Balanced Hybrid Comp Index as a benchmark. Compared with the benchmark index, average annual returns have been …
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 … h belt cleanerWebMar 22, 2024 · Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 68.66 / 0.06 % Total Assets 103.8 Bil Adj. Expense Ratio 0.170% Expense Ratio 0.170% Distribution... h belt replicaWebApr 10, 2024 · FBALX performance including annual and periodic returns and upside/downside capture ratio. Fidelity® Balanced (FBALX) 24.60-0.05 (-0.20%) USD … hbe nailseaWebOct 14, 2024 · FBALX is a balanced fund designed to ensure a good blend of income, growth potential and capital preservation. The fund targets a 60% stock allocation. Currently, the fund is between rebalancing ... gold and lightningWebFidelity® Balanced Fund (FBALX) No Transaction Fee 1 ... Performance3,6,7 Average Annual Total Returns Monthly (AS OF 3/31/2024) YTD (Monthly) 1 Yr 3 Yrs 5 Yrs 10 Yrs … gold and liftWebFidelity 500 Index Fund (FXAIX) Performance History - Yahoo Finance S&P 500 (+0.36%) Dow 30 (+0.01%) Nasdaq (+0.76%) Russell 2000 1,754.46 (+0.13%) Crude Oil 80.46 -0.24(-0.30%) Gold 2,009.40... gold and light blue wallpaperWebMar 6, 2024 · VTI Performance - Review the performance history of the Vanguard Total Stock Market ETF to see it's current status, yearly returns, and dividend history. gold and light blue background