1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/1986. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during ...

The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...

[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/1986. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...

Will FBAOX outperform in the future? Get our overall rating based on a fundamental assessment of the pillars below. Effective Nov. 18, 2025, Matthew Reed and Samuel Wald joined the portfolio ...

Learn about mutual funds. Discover how they work, including NAV, types (index, bond, target-date), pros and cons, and how to ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. Also, these mutual funds are believed to provide greater returns ...

Fidelity is one of the most recognizable names in retirement planning. As I write this, Fidelity boasts more than 52 million ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...