Fidelity Balanced Fund Q1 2025 Review

Summary

  • Fidelity Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth.
  • The fund is managed by multiple portfolio managers, with each member dedicated to a particular asset class or market segment, plus a lead manager responsible for determining the appropriate asset allocation, general team oversight, cash management and risk monitoring.
  • For the first quarter of 2025, the fund's Retail Class shares returned -2.74%, trailing the -1.45% result of the Fidelity Balanced Hybrid Composite Index SM.

Balance

Daniel Grizelj

Investment Approach

  • Fidelity® Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth.
  • The fund is managed by multiple portfolio managers, with each member dedicated

This article was written by

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.

Recommended For You

About FBALX Ticker

SymbolLast Price% Chg
Expense Ratio
Div Frequency
Div Rate
Yield
Assets (AUM)
Compare to Peers

More on FBALX

Related Stocks

SymbolLast Price% Chg
FBAKX
--
FBALX
--
FABLX
--