Fidelity Balanced (FBALX)
22.23 0.04(0.18%) 22 May
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Fidelity Cent Invt Portfolios||3.00||-18.61|
|US Treasury Note 0.375%||2.82||7.18|
|Morningstar Overall Rating:|
|Total Expense Ratio:||0.59%|
Performance & Risk
|5y Avg Return:||4.75%|
|Rank in Category (ytd):||46|
|% Rank in Category (ytd):||4.51%|
|Morningstar Risk Rating:||4|
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. View More