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Fidelity Balanced Fund (FBALX)

The Fidelity Balanced Fund typically allocates approximately 60% of its holdings to equity instruments, such as common stocks, with the balance invested in various fixed-income securities. During periods when the fund's market outlook is deemed neutral, its debt portfolio may incorporate lower-rated obligations, also known as sub-investment-grade, high-yield, or "junk" bonds. A fundamental component of its strategy is to commit at least 25% of its total assets to senior fixed-income instruments.

FBALX Mutual Fund Chart & Stats

$32.17
At close: 4:00 PM EST
$31.75$32$32.25$32.5Oct 12Oct 19Oct 26Nov 2Nov 9
Previous Close
$32.17
Sub-Category
Asset Allocation
Total Liabilities
$50.29M
Expense Ratio
0.44%
Holding Count
322
Brand
Fidelity Puritan Trust
Category
Balanced
Total Assets
66.05B
Shares Outstanding
N/A
52-Week Range
$30.94 - $35.91