Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. *Inception date is April 18, 20 07. Morningstar ETF and CEF Research reports, updated daily by Morningstar, are a comprehensive resource for investors on a fund's structure, holdings, key performance drivers and other factors critical to making appropriate investment decisions. See Fidelity Advisor® Balanced Fund (FABLX) mutual fund ratings from all the top fund analysts in one place. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. See holdings data for Fidelity® Balanced Fund (FBALX). The investment seeks income and capital growth consistent with reasonable risk. Number of investments in the Global Neutral Balanc ed Category for See risk data for Fidelity® Balanced Fund (FBALX). FBALX | A complete Fidelity Balanced Fund mutual fund overview by MarketWatch. Research information including asset allocation, sector weightings and top holdings for Fidelity® Balanced Fund. Fidelity has 504 mutual funds as of 2019, and 31 of them are rated 5 stars by fund tracker Morningstar. The Fund has exposure to a balance of both higher risk assets (including non-investment grade debt instruments, equities, alternatives and … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. See performance data and interactive charts for Fidelity® Balanced Fund (FBALX). QUARTERLY FUND REVIEW | AS OF SEPTEMBER 30, 2020 Fidelity® Balanced Fund Investment Approach FUND INFORMATION •Fidelity® Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth. Compare Fidelity® Balanced Fund (FBALX) risk, rating, return, MPT stats, and volatility measures against other funds. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Please refer to the investment objective for details of the fund. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Fidelity® Balanced Fund. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. See fund information and historical performance for the Fidelity Advisor Balanced Fund - Class M. Check out our mutual fund lineup. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Actions. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. The Fund also aims to increase the value of your investment over a period of 5 years or more. View mutual fund news, mutual fund market and mutual fund interest rates. Fidelity Global Balanced Portfolio is in the Morningstar Global Neutral Balanced category. The Morningstar Risk Adjusted Return (MRARs), commonly referred to as the Star Rating, relate the risk-adjusted performance of a fund to its peers with the same CIFSC Fund category for the period ended as noted and are subject to change monthly. FBALX. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Fund Facts Inception Date: Nov 6, 1986: CUSIP: 316345206: Ticker Symbol: ... Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Research information including trailing returns and hypothetical growth for Fidelity® Balanced Fund. •The fund is managed by multiple portfolio managers, with each member dedicated to a Learn about FBALX's parent, including aggregate fund flows, total net assets, analyst rating breakdown, and primary market. Fidelity Balanced Fund 1. Fund price for Fidelity MoneyBuilder Balanced Fund W-Income along with Morningstar ratings & research, long term fund performance and charts The ratings are calc ulated from a fund’s three-, five- and ten-year returns measured against 91 -day Treasury bill and peer group returns. Compare Fidelity® Balanced fund ) risk, rating, return, MPT,. 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