Fidelity Balanced Fund (FBALX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.40% | 2.97% | -1.57% |
Year-to-Date | 2.15% | 4.38% | -2.22% |
1 Year | 11.42% | 0.00% | 11.42% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
23%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 23% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.57%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$732
Real cost (fees + lost compounding)
$905
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
3.00%