Fidelity Balanced (FBALX)
19208 views
Rate Now:
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 - $43.68
- +0.32%
- $42.80
No Analysis added
-
T
At&t Inc. - $25.93
- -0.04%
- $25.86
No Analysis added
-
VLO
Valero Energy Cp - $17.29
- -1.59%
- $17.56
No Analysis added
-
C
Citigroup Inc - $4.06
- 0.00%
- $3.99
No Analysis added
-
JPM
Jp Morgan Chase C - $43.48
- -0.89%
- $43.14
No Analysis added
-
BAC
Bk Of America Cp - $15.05
- -0.53%
- $14.94
No Analysis added
-
AIG
Amer Intl Group N - $35.48
- -9.67%
- $35.44
No Analysis added
-
NRG
Nrg Energy Inc - $23.76
- -0.21%
- $23.59
No Analysis added
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. WisdomTree Intl Consum...
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Jim Cramer's Portfolios of the Week
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
11.05.09 | 12:05 PM
Squeezing the Shorts: Late Earni...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
11.04.09 | 15:18 PM
Cramer's Take on Headline Stocks...
more articles
By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
11.04.09 | 11:12 AM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZA
Wealth distribution by race and ...
11.23.08 | 18:44 PM From author
Valerie J
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author
Trading Nymph
Robotic Stock Trading Software
more forums
11.05.09 | 14:31 PM From author
jm.4769
Q.
where can i get a list of past t...
11.07.09 | 14:17 PM Asked by
fine tune your disciplines
A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
TheStreet.com TV Videos
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Stocks With Unusual Option Activity
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
52-Week Highs
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more
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.