Fidelity Balanced
for period ending April 30, 2023
This portfolio is provided by Fidelity Investments.
FBALX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "FBALX" at your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
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Risk vs. return for FBALX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●FBALX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●FBALX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Fidelity Balanced gives investors access to a risk-driven portfolio portfolio that uses a variety of securities to achieve a targeted risk level. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in a variety of securities to achieve a targeted risk level.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Fidelity Investments. The investment seeks income and capital growth consistent with reasonable risk. The fund invests 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. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund invests in domestic and foreign issuers. You may consult www.fidelity.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker FBALXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "FBALX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending April 30, 2023
Downside Deviation vs. Annual Return
●FBALX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●FBALX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●FBALX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●FBALX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending April 30, 2023
5-year graph ●FBALX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending April 30, 2023
for period ending April 30, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.99 | 0.99 | 0.98 | 0.98 | 0.97 | 0.96 |
| to S&P500 (SPY) | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 |
| to U.S. Bonds (BND) | 0.84 | 0.72 | 0.53 | 0.50 | 0.43 | 0.33 |
| to Commodities (DBC) | 0.69 | 0.43 | 0.51 | 0.47 | 0.43 | 0.56 |
| to Gold (GLD) | 0.46 | 0.31 | 0.25 | 0.24 | 0.15 | 0.16 |
