Fidelity Balanced Fund (FBALX) est une société cotée en bourse dans le Services Financiers secteur, opérant dans le Asset Management secteur d'activité. Le siège social de l'entreprise est situé à Boston, MA, United States.
FBALX a date d'introduction en bourse 1986-11-06, cotée sur le NASDAQ, une capitalisation boursière de $59.4B.
Fidelity Balanced Fund is a diversified investment fund that allocates approximately 60% of its assets to stocks and equity securities, with the remaining allocation directed toward bonds and debt securities. The fund maintains a flexible approach to fixed-income investing, including exposure to lower-quality debt securities such as high-yield or junk bonds when market conditions warrant a neutral outlook. A minimum of 25% of the fund's total assets is consistently invested in fixed-income senior securities, providing a foundation of higher-quality debt holdings. This balanced strategy is designed to offer investors a moderate risk-return profile through a combination of growth-oriented equities and income-generating fixed-income instruments.
