Number of investments in the Global Neutral Balanc ed Category for Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Fidelity® Balanced Fund. Actions. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Morningstar Risk Adjusted Return (MRARs), commonly referred to as the Star Rating, relate the risk-adjusted performance of a fund to its peers with the same CIFSC Fund category for the period ended as noted and are subject to change monthly. Fidelity has 504 mutual funds as of 2019, and 31 of them are rated 5 stars by fund tracker Morningstar. Fidelity Balanced Fund 1. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, … The Fund also aims to increase the value of your investment over a period of 5 years or more. Find real-time FBALX - Fidelity® Balanced Fund stock quotes, company profile, news and forecasts from CNN Business. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. See performance data and interactive charts for Fidelity® Balanced Fund (FBALX). See fund information and historical performance for the Fidelity Advisor Balanced Fund - Class M. Check out our mutual fund lineup. Fund Facts Inception Date: Nov 6, 1986: CUSIP: 316345206: Ticker Symbol: ... Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. View mutual fund news, mutual fund market and mutual fund interest rates. The Fund has exposure to a balance of both higher risk assets (including non-investment grade debt instruments, equities, alternatives and … See Fidelity Advisor® Balanced Fund (FABLX) mutual fund ratings from all the top fund analysts in one place. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, includ ing lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. What's Provided on Fidelity.com. Fidelity Balanced Fund (FBALX) The Fidelity Balanced Fund ("FBALX") is in the moderate allocation category of the Fidelity fund family. The primary objective of the Fidelity Fund Portfolios–Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity’s Target Asset Mixes (TAMs). Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Research information including trailing returns and hypothetical growth for Fidelity® Balanced Fund. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fund price for Fidelity MoneyBuilder Balanced Fund W-Income along with Morningstar ratings & research, long term fund performance and charts Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Research information including asset allocation, sector weightings and top holdings for Fidelity® Balanced Fund. 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