Fidelity Balanced (FBALX)
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average rating: 4.00 / 4 ratings
DESCRIPTION:
Date updated:12-08-2007
“Investing approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. Investing at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock.) Investing in domestic and foreign issuers. With respect to equity investments, emphasizing above-average income-producing equity securities, which tends to lead to investments in stocks that have more 'value' characteristics than 'growth' characteristics. Analyzing an issuer using fundamental factors and evaluating each security's current price relative to estimated long-term value to select investments.”
Morningstar gives the fund 5 stars.
Current Returns:
1-Year: 9.74%
3-Year: 11.98%
5-Year: 13.91%
In its 2007 Fund Survey, Forbes Magazine picked this fund as one of its “Best Buys” for a Balanced Fund in 2007, using various criteria such as fund expenses, diversification and returns.
Note: The fund's fixed income holdings are not listed here.
As of 10/31/07
-
NOV
Natl Oilwell Varc - $42.79
- -2.37%
- $43.27
No Analysis added
-
T
At&t Inc. - $26.02
- -0.34%
- $26.10
No Analysis added
-
VLO
Valero Energy Cp - $16.47
- +0.67%
- $16.60
No Analysis added
-
C
Citigroup Inc - $4.20
- -1.41%
- $4.19
No Analysis added
-
JPM
Jp Morgan Chase C - $42.46
- -0.21%
- $42.47
No Analysis added
-
BAC
Bk Of America Cp - $16.09
- +0.06%
- $16.03
No Analysis added
-
AIG
Amer Intl Group N - $35.10
- -1.57%
- $35.62
No Analysis added
-
NRG
Nrg Energy Inc - $23.81
- +1.75%
- $23.18
No Analysis added
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02/14/2007 15:51 PM CST Asked by magician
The return on this fund is reasonably good, but the diversification could certainly be improved; it's hard to imagine why Morningstar would give it a 5-star rating or Forbes would call it a Best Buy. (Maybe that's just an editorial on how poorly diversified other mutual funds are.) Over the last five years 5 of the 13 securities listed would have provided no useful - i.e., risk-lowering - diversification in any portfolio containing the other 8 securities; in short, this fund is overdiversified.
I've e-mailed Forbes to discuss their analysis of this fund. It should be an interesting talk.