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 ...

1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/1986. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during ...

[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/1986. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...

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 ...

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 ...

Building a durable retirement portfolio starts with a clear mix of growth, income, and risk control, and Fidelity's lineup offers funds tailored to each of those jobs. I focus here on nine specific ...

If you're looking for an Allocation Balanced fund category, then a potential option is Fidelity Asset Manager 40% (FFANX). FFANX has a Zacks Mutual Fund Rank of 3 (Hold), which is based on various ...

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 ...