Fidelity Balanced K6 FundFBKFX
Type
Mutual fund
Peer group
Alternative
Net assets
$2.3B
Expense ratio
0.32%
1-year return
+18.6%
3 years, a year
+16.6%
5 years, a year
+9.2%
12-month yield
5.59%
Holdings
330
What it aims to do.
Fidelity Balanced K6 Fund seeks income and capital growth consistent with reasonable risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Central Investment Portfolios II LLC | 34.27% |
| NVDA Nvidia Corp | 5.07% |
| GOOGL Alphabet Inc | 4.90% |
| AAPL Apple Inc | 4.33% |
| MSFT Microsoft Corp | 3.30% |
| AMZN Amazon.Com Inc | 2.50% |
| Fidelity Revere Street Trust | 1.68% |
| META Meta Platforms Inc | 1.46% |
| AVGO Broadcom Inc | 1.44% |
| MA Mastercard Inc | 1.18% |
More on FBKFX.
- FBKFX overview
- FBKFX holdings
- FBKFX risk
- FBKFX costs
- FBKFX money in and out
- FBKFX share classes
- Compare FBKFX 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.