The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...

Will FBAOX outperform in the future? Get our overall rating based on a fundamental assessment of the pillars below. Effective Nov. 18, 2025, Matthew Reed and Samuel Wald joined the portfolio ...

Building a durable retirement portfolio starts with a clear mix of growth, income, and risk control, and Fidelity's lineup ...

Fidelity Contrafund is a large-cap growth biased equity strategy focused on companies with durable multiyear earnings growth potential. Fidelity Balanced Fund invests across a mix of stocks and bonds ...

Balanced funds offer investors the convenience of buying into a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility, while ...

If you have been looking for Allocation Balanced funds, a place to start could be Fidelity Balanced Fund (FBALX). FBALX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various ...

Effective Nov. 18, 2025, Matthew Reed and Samuel Wald joined the portfolio management team of Fidelity Balanced. They will comanage the financials and real estate sleeves with Pierre Sorel, who will ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...