Fidelity Balanced Fund (FBALX) Mutual Fund Price & News - Google Finance
Lists
Equity sectors
| Symbols | Trend | Change | Price | Change | % Change | Prev Close | Open | High | Low | Volume | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIXB | -0.60% | — | 1,066.80 | -0.60% | -6.49 | -0.60% | 1,073.29 | 1,073.33 | 1,075.82 | 1,066.15 | — |
| SIXC | +0.35% | — | 580.33 | +0.35% | +2.05 | +0.35% | 578.28 | 578.28 | 581.03 | 577.31 | — |
| SIXE | +0.97% | — | 1,226.55 | +0.97% | +11.74 | +0.97% | 1,214.81 | 1,213.91 | 1,226.78 | 1,209.44 | — |
| SIXI | -0.42% | — | 1,802.29 | -0.42% | -7.62 | -0.42% | 1,809.91 | 1,812.39 | 1,827.05 | 1,802.29 | — |
| SIXM | -0.26% | — | 691.85 | -0.26% | -1.78 | -0.26% | 693.63 | 693.65 | 694.86 | 689.19 | — |
| SIXR | -0.18% | — | 860.24 | -0.18% | -1.59 | -0.18% | 861.83 | 860.58 | 863.42 | 858.05 | — |
| SIXRE | -0.18% | — | 222.88 | -0.18% | -0.41 | -0.18% | 223.29 | 223.29 | 223.63 | 222.45 | — |
| SIXT | +0.40% | — | 3,550.81 | +0.40% | +14.20 | +0.40% | 3,536.61 | 3,571.75 | 3,599.30 | 3,544.08 | — |
| SIXU | +0.52% | — | 919.37 | +0.52% | +4.78 | +0.52% | 914.59 | 915.73 | 924.35 | 915.73 | — |
| SIXV | -0.34% | — | 1,623.00 | -0.34% | -5.50 | -0.34% | 1,628.50 | 1,627.66 | 1,631.92 | 1,618.85 | — |
| SIXY | -0.53% | — | 2,321.44 | -0.53% | -12.26 | -0.53% | 2,333.70 | 2,344.96 | 2,347.09 | 2,321.21 | — |
Overview
Fidelity Balanced Fund declined slightly over the past month, pressured by moderate volatility in broad equity and fixed-income markets. Analysts project continued growth in the next quarter, citing strong corporate earnings and a supportive macro environment as primary catalysts for the fund's diversified portfolio of technology stocks and bonds.
Bullish view
- Strong Risk-Adjusted Returns: The fund has consistently outperformed its peers, ranking in the top 10% of the Moderate Allocation category over a three-year period. It maintains a 5-star Morningstar rating as of July 2026, reflecting robust historical performance across various market cycles and disciplined asset management.
- Dominant Exposure to Tech Growth: A significant portion of the equity subportfolio is concentrated in high-growth technology leaders, with top holdings including NVIDIA, Alphabet, and Apple. This positioning allows the fund to capture upside from the ongoing artificial intelligence boom and accelerated corporate earnings growth in the tech sector.
- Attractive Expense and Yield Profile: The fund offers a competitive net expense ratio of 0.46%, which is significantly lower than the category average of approximately 0.99%. Additionally, it provides a steady income stream with a 30-day yield of approximately 1.80% as of June 30, 2026.
Bearish view
- Concentration and Valuation Risks: With the top 10 holdings accounting for over 25% of total assets, the fund faces significant concentration risk. High equity valuations in the technology sector may leave the portfolio vulnerable to sharp corrections if investor sentiment shifts or earnings growth fails to meet elevated expectations.
- Interest Rate and Inflation Sensitivity: The fund's 34.6% allocation to bonds exposes it to interest rate risk. While the Fed has re-embarked on an easing cycle, sticky inflation or sudden shifts in monetary policy could lead to higher yields, which typically drives bond prices lower and pressures fixed-income performance.
General Info
- Previous close: $35.19
- Yield: 1.55%
- Expense ratio: 0.46%
- Net assets: 46.28B USD
- Morningstar rating: ★★★★★
- Category: Moderate Allocation
- Inception date: Nov 6, 1986
Prediction market consensus
- Will the S&P 500 be above 7457.69 on Jul 20, 2026 at 4pm EDT? 71.0% chance
- Will any tech company announce a one-time layoff greater than 40% of employees before Jan 1, 2027? 27.0% chance
- Will any tech company announce a one-time layoff greater than 4,000 employees before 2027? 99.0% chance
- Will the S&P 500 be above 6845.5 on Dec 31, 2026 at 4pm EST? 77.0% chance
News stories
- Why the next battle for technology IPOs begins years before companies go public - SiliconANGLE
- These S&P500 stocks are gapping in today's session - ChartMill
- FuelCell Energy (NASDAQ:FCEL) Shares Gap Up - Still a Buy? - MarketBeat
- Stock market today: Dow, S&P 500, Nasdaq futures edge up as oil turns lower in wait for Big Tech earnings - Yahoo Finance
- US gas prices back up to an average of $4 a gallon as Iran war heats up - AP News