Fidelity Balanced FundFBALX
Type
Mutual fund
Peer group
Alternative
Net assets
$62.2B
Expense ratio
0.46%
1-year return
+17.9%
3 years, a year
+16.3%
5 years, a year
+8.9%
Holdings
331
What it aims to do.
Fidelity Balanced Fund seeks both income and capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Central Investment Portfolios II LLC | 34.99% |
| NVDA Nvidia Corp | 5.09% |
| GOOGL Alphabet Inc | 4.68% |
| AAPL Apple Inc | 4.00% |
| MSFT Microsoft Corp | 2.99% |
| AMZN Amazon.Com Inc | 2.52% |
| META Meta Platforms Inc | 1.64% |
| AVGO Broadcom Inc | 1.33% |
| Fidelity Revere Street Trust | 1.33% |
| MA Mastercard Inc | 1.18% |
More on FBALX.
- FBALX overview
- FBALX holdings
- FBALX risk
- FBALX costs
- FBALX money in and out
- FBALX share classes
- Compare FBALX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.