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Fidelity Balanced Fund: (MF: FBALX)

(NASDAQ Mutual Funds) As of Feb 26, 2026 05:53 PM ET

$32.91 USD

-0.17 (-0.51%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.80 46
3 months 2.50 56
6 months 9.50 27
1 Year 15.06 20
3 Year 15.89 4
5 Year 10.01 7
10 Year 11.78 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 112.80
Bear Market (10/07 - 2/09) -40.46
Bull Market (2/09 - 3/21) 624.70

Load Adjusted Returns as of Jan 31, 2026

1 Year 15.15
5 Year 9.47
10 Year 11.09
Since Inception 9.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.74 8.26 6.24 2.93
2024 7.13 2.81 4.74 0.54
2023 7.54 5.94 -2.85 9.88
2022 -4.93 -13.81 -4.98 5.09
2021 4.49 6.36 -0.26 6.71

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.8015.1516.0021.62-18.1818.2922.4424.36-4.0416.507.01
% Total Return Rel to Index 0.00-3.06-9.01-4.610.01-10.394.04-7.120.34-5.29-4.92
% Total Return Rel to Peer 0.001.984.377.66-4.435.1011.175.591.523.350.66
% Perf Quintile vs Peer* 0.000.000.001.005.001.001.001.002.001.003.00
% Dividends 0.000.580.530.450.330.260.360.410.380.370.35
% Yield NA1.671.681.981.330.781.181.601.641.431.52
Capital Gains ($) 0.001.241.130.431.512.671.310.621.881.500.32
Expense Ratio 0.000.460.480.500.500.500.510.530.530.540.55

* 1 = Top 20%, 5 = Bottom 20%