Fidelity Balanced Mutual Fund Money Managers
FBALX Fund | USD 30.69 0.15 0.49% |
Break down of Fidelity Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Fidelity Balanced's future under-performance.
Fidelity |
Symbol | FBALX |
Name | Fidelity Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Fidelity Balanced Fund Leadership is currently not available.
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Fidelity Balanced Net Asset Comparison
Fidelity Balanced Fund is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 223.52 Billion. Fidelity Balanced retains roughly 40.68 Billion in net asset claiming about 18% of funds in Allocation--50% to 70% Equity category.
Fidelity Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Fidelity Balanced Price Series Summation is a cross summation of Fidelity Balanced price series and its benchmark/peer.
About Fidelity Balanced Management Performance
The success or failure of an entity such as Fidelity Balanced often depends on how effective the management is. Fidelity Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Fidelity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Fidelity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests approximately 60 percent 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. It invests at least 25 percent of total assets in fixed-income senior securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Balanced Annual Yield
In accordance with the recently published financial statements, Fidelity Balanced Fund has an Annual Yield of 0.0175%. This is 89.71% lower than that of the Fidelity Investments family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Fidelity Mutual Fund
Fidelity Balanced financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Balanced security.
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