Is FBALX a good fund?

Is FBALX a good fund?

The Fidelity Balanced Fund (“FBALX”) is in the moderate allocation category of the Fidelity fund family. The fund has received a five-star Morningstar rating over a three-year time horizon, and a four-star rating over five- and 10-year time frames.

How much should I invest in FBALX?

Investing at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock.)

What kind of stock is FBALX?

FBALX – Fidelity Balanced Fund

Previous Close 28.87
Expense Ratio (net) 0.52%
Category Allocation–50% to 70% Equity
Last Cap Gain 0.00
Morningstar Rating ★★★★★


In the tables below, presents recommended exchange traded fund (ETF) alternatives to the mutual fund FBALX….ETFs Linked To S&P 500 Index.

Symbol SPY
ETF Name SPDR S&P 500 ETF Trust
Assets $423,589,000.00
YTD -4.61%
Expense Ratio 0.09%

Which is the best balanced mutual fund?

Best Balanced Mutual Funds

  • Tata Balanced Advantage Fund Direct Growth.
  • Union Balanced Advantage Fund Direct Growth.
  • DSP Dynamic Asset Allocation Fund Direct Growth.
  • Kotak Balanced Advantage Fund Direct Growth.
  • Sundaram Balanced Advantage Fund – Direct Plan – Growth Option.
  • Axis Balanced Advantage Fund Direct Growth.

Which Balanced fund is best?

Top 7 Balanced Mutual Funds for Investments in India 2022 – 2023

  • BOI AXA Mid and Small Cap Equity and Debt Fund. (Erstwhile BOI AXA Mid Cap Equity And Debt Fund)
  • ICICI Prudential Equity and Debt Fund. (Erstwhile ICICI Prudential Balanced Fund)
  • ICICI Prudential Multi-Asset Fund. (Erstwhile ICICI Prudential Dynamic Plan)

Is FBALX a mutual fund?

FBALX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and past performance. FBALX is classified in the Allocation Balanced segment by Zacks, which is an area full of possibilities.

Are balanced funds a good investment?

The benefits of investing in a balanced fund are simplicity and diversification. Balanced funds normally rebalance back to a target stock/bond mix, saving investors time and the stress of portfolio management. A balanced mutual fund can streamline investment decisions.

Are balanced funds safe?

Risk. Even though they have a certain percentage of fund’s assets allocated to debt instruments, balanced funds are not entirely risk-free. The equity component of the balanced fund makes the fund vulnerable to market risks. Market risk causes the fund value to fluctuate as per the movements of the underlying benchmark …

Which is the safest mutual fund?

Debt fund are suited for risk-averse or even a newbie investor who is willing to invest in Mutual Funds….

  • Franklin India Ultra Short Bond Fund – Super Institutional Plan.
  • Aditya Birla Sun Life Savings Fund.
  • Nippon India Ultra Short Duration Fund.
  • Essel Liquid Fund.
  • SBI Magnum Ultra Short Duration Fund.

Are balanced funds worth it?

Key Takeaways. A balanced fund automatically spreads your money across a diversified portfolio of stocks and bonds. This method of diversification is a low-cost way to diversify your money and reduces much of the risk of picking the wrong investments.

What does fbalx stand for?

FBALX Overview Market Screener Mutual Fund Screener Sectors Search Ticker FBALXU.S.: Nasdaq Fidelity Balanced Fund Watchlist FBALXUS Last Updated: Dec 30, 2021 12:00 a.m. EST

Is fbalx a Good Fund for long-term investors?

U.S. News evaluated 691 Allocation–50% to 70% Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. FBALX is not currently ranked. The fund uses a balanced approach to seek both growth and income in a fashion consistent with a reasonable level of risk.

What are the historical returns of fbalx?

Historical Quotes FBALX Overview Key Data 52 Week Range28.01 – 32.37 YTD18.48% 5 Year101.74% Total Net Assets$37.970B Yield0.89% Net Expense Ratio0.50% Turnover %40% 52 Week Avg Return18.86% Lipper Leader YTD Lipper Ranking:Quintile 1 (9th percentile) 5Total Returns 5Consistent Return 3Preservation 1Tax Efficiency 5Expense

What is the current price of fbalxus?

Fidelity Balanced Fund Watchlist FBALXUS Last Updated: Dec 30, 2021 12:00 a.m. EST $30.42 -0.03-0.10% Previous Close $30.45