Fidelity Balanced (FBALX)
22.23 
0.04(0.18%) 22 May
| Prev Close: | 22.23 |
|---|
| YTD Return*: | 3.62% |
|---|
| Net Assets*: | 21.46B |
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| Yield*: | 1.66% |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Fidelity Cent Invt Portfolios | 3.00 | -18.61 |
| AAPL | 2.98 | 3.99 |
| US Treasury Note 0.375% | 2.82 | 7.18 |
| XOM | 1.60 | 10.17 |
| QCOM | 1.59 | 13.50 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 21.46B |
| Category: | Moderate Allocation |
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| Total Expense Ratio: | 0.59% |
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Performance & Risk
| YTD Return: | 3.62% |
| 5y Avg Return: | 4.75% |
| Rank in Category (ytd): | 46 |
| % Rank in Category (ytd): | 4.51% |
| Beta (3y): | 0.99 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks income and capital growth consistent with reasonable risk.
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers.
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