Fidelity Balanced Fund

Shareclass

Fidelity Balanced (FBALX)

Type

Open-end mutual fund

Manager

Fidelity Investments

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

93.4

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 48 out of 708 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Diageo PLC
0.02% of assets
$1.45M invested
2. AstraZeneca PLC ADR
0.28% of assets
$26.13M invested
3. Dow Inc
0.11% of assets
$10.18M invested
4. Marriott International Inc Class A
0.19% of assets
$17.34M invested
5. Citigroup Inc
0.19% of assets
$17.54M invested
6. Boston Scientific Corp
0.81% of assets
$74.73M invested
7. Welltower Inc
0.11% of assets
$10.35M invested
8. Procter & Gamble Co
0.63% of assets
$58.72M invested
9. Shell PLC ADR (Representing - Ordinary Shares)
0.18% of assets
$16.78M invested
10. UBS Group AG
0.07% of assets
$6.42M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TKO Group Holdings Inc
0.06% of assets
$5.45M invested
2. Red Rock Resorts Inc Class A
0.03% of assets
$2.65M invested
3. Liberty Broadband Corp Registered Shs Series -A-
0.08% of assets
$7.38M invested
4. Virtu Financial Inc Class A
0.06% of assets
$5.37M invested
5. Roblox Corp Ordinary Shares - Class A
0.03% of assets
$3.02M invested
6. Roku Inc Class A
0.02% of assets
$1.5M invested
7. Old Dominion Freight Line Inc Ordinary Shares
0.21% of assets
$19.41M invested
8. Weatherford International PLC Ordinary Shares - New
0.04% of assets
$3.33M invested
9. Nucor Corp
0.06% of assets
$5.75M invested
10. Surgery Partners Inc
0.09% of assets
$8.63M invested

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Financial performance

Performance data provided by

Find more financial data on FBALX at Morningstar.com

Gender Equality and Returns

Returns chart for Fidelity Balanced Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.44% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.44% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.44% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FBALX - Fidelity Balanced Fund

28%

4.81%

12%

9.52%

56 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

-10.47%

-4.24%

-3.7%

-3.44%

1 / 100 points higher

Find more financial data on FBALX at Morningstar.com

What's next?

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