FBALX

ETF / Mutual Fund
NASDAQ
Fidelity Balanced Fund
Financial Services
Price Chart
Overview

About FBALX

A mutual fund that invests approximately 60% in stocks and the remainder in bonds, including lower-quality debt securities.

AUM
$47.9B
Volume
Avg. Volume
Expense Ratio
0.47%

Top Holdings

Microsoft Corp
5.67%
NVIDIA Corp
4.85%
Apple Inc
3.08%
Amazon.com Inc
2.99%
Alphabet Inc Class A
2.07%

Sector Allocation

Technology30.00%
Healthcare15.00%
Consumer Discretionary12.00%
Financials10.00%
Communication Services8.00%
Industrials7.00%

Country Allocation

United States90.00%
Other10.00%

Fund Information

Exchange
NASDAQ
Sector
Financial Services
Industry
Asset Management
Latest News for FBALX
Risk & Correlation Analysis
Market Correlation
0.51
Low Correlation
Volatility
Low (0.10)
Relative to market

Macro Factor Sensitivities

Interest Rates
Low Sensitivity
Inflation
Low Sensitivity
GDP Growth
Low Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Medium Sensitivity
Portfolio Impact
Forecasts & Predictions

Premium Forecasts

Get AI-powered price predictions, technical analysis, and market forecasts for FBALX.

1-Month Target
$XXX.XX
+X.X% Potential
3-Month Target
$XXX.XX
+X.X% Potential
12-Month Target
$XXX.XX
+X.X% Potential

Technical Analysis

Based on technical indicators and chart patterns, FBALX shows...

AI Sentiment Analysis

Market sentiment analysis indicates...

Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025