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Fidelity Balanced (FBALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.60-0.02 (-0.07%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash-0.51%
Stocks63.13%
Bonds37.12%
Others0.25%
Preferred0.02%
Convertible0.00%

Sector weightings (%)

Sector(s)
FBALX
Basic materials
2.32%
Consumer cyclical
10.89%
Financial services
12.27%
Property
2.23%
Consumer defensive
5.84%
Healthcare
12.50%
Utilities
2.24%
Communication services
9.09%
Energy
4.13%
Industrials
8.58%
Technology
29.91%

Equity holdings

AverageFBALXCategory average
Price/Earnings0.0423.62
Price/book0.233.26
Price/sales0.352.32
Price/Cash flow0.0515.57
Median market cap239,726.5997,816.96
3-year earnings growth20.7415.47

Bond holdings

AverageFBALXCategory average
Maturity9.235.72
Duration3.884.49
Credit qualityN/AN/A

Bond ratings

Sector(s)FBALX
US government14.49%
AAA71.89%
AA2.49%
A9.30%
BBB16.81%
BB0.39%
B0.00%
Below B0.02%
Others-0.90%

Top 7 holdings (19.49% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT5.23%
NVIDIA CorpNVDA3.65%
Amazon.com IncAMZN2.92%
Apple IncAAPL2.88%
Meta Platforms Inc Class AMETA1.93%
Alphabet Inc Class AGOOGL1.75%
Exxon Mobil CorpXOM1.13%