Fbalx ytd performance
WebDec 13, 2024 · YTD return: -9.04% This fund’s holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. 7. Fidelity Balanced Fund (FBALX) While no mutual fund is risk-free, one of the safer Fidelity funds is this balanced fund, which carries average risk vs. the above-average risk seen with the typical stock fund. WebPerformance Portfolio Opinions / Analysis Options Returns Tax Analysis Cumulative Growth of a $10,000 Investment as of 03/31/2024 FTEC Fund $50,303 MSCI ACWI NR USD $32,301 Broad-Based Index Technology $19,423 Morningstar Category Best 3 Mo Return +31.8% 03/31/20-06/30/20 Worst 3 Mo Return -21.3% 03/31/22-06/30/22
Fbalx ytd performance
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WebFidelity 500 Index Fund (FXAIX) Performance History - Yahoo Finance S&P 500 (+0.36%) Dow 30 (+0.01%) Nasdaq (+0.76%) Russell 2000 1,754.46 (+0.13%) Crude Oil 80.46 -0.24(-0.30%) Gold 2,009.40...
WebJan 22, 2024 · It also happens to be among the best-performing Fidelity funds for retirement with 10-year annualized returns of 13.87% as of Dec. 31. With a tidy expense ratio of only 0.015%, the Fidelity 500 ... WebFidelity Balanced Fund (FBALX) Nasdaq - Nasdaq Delayed Price. Currency in USD Follow 2W 10W 9M 24.65 +0.26 (+1.07%) At close: 08:06AM EDT Summary Chart Conversations Holdings Time Period: Apr...
WebApr 3, 2024 · FBALX uses the blended Fidelity Balanced Hybrid Comp Index as a benchmark. Compared with the benchmark index, average annual returns have been … WebSee Fidelity® Balanced Fund (FBALX) mutual fund ratings from all the top fund analysts in one place. See Fidelity® Balanced Fund performance, holdings, fees, risk and other …
WebApr 10, 2024 · FBALX performance including annual and periodic returns and upside/downside capture ratio. Fidelity® Balanced (FBALX) 24.60-0.05 (-0.20%) USD …
WebFBALX - Profile Distributions YTD Total Return 2.7% 3 Yr Annualized Total Return 4.7% 5 Yr Annualized Total Return 1.2% Capital Gain Distribution Frequency None Net Income Ratio 0.98% DIVIDENDS Dividend Yield 1.8% Dividend Distribution Frequency Quarterly Fund Details Legal Name Fidelity® Balanced Fund Fund Family Name Fidelity Investments burnt rosemaryWebFBALX pros. The following are FBALX strengths from our perspective:. FBALX 3-year return is 16.14%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 11%.; FBALX 5-year return is 14.35%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.26%.; FBALX 10-year return is 11.06%, … hammel court merrimackWebMar 31, 2024 · The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Calendar-Year … hammel construction companyWebMar 31, 2024 · Performance 1, 3, 5, 10 Year/Life values are Average Annual Total returns. Life of Fund figures are reported as of the inception date of the fund or share class. YTD (Daily) value is cumulative total returns from either the beginning of the calendar year or the inception of the fund, if the fund incepted after the beginning of the current year. hammelburg bayern routeWebMar 31, 2024 · Current performance may be higher or lower than the performance data quoted. Asset Allocation 7 More AS OF 12/31/2024; Morningstar Category: Allocation--50% to 70% Equity Fund Category Average Domestic Bond 25.92% 31.05% Cash 4.63% 6.23% Foreign Stock 8.55% 9.83% Preferred Stock 0.11% 0.45% Convertibles 0.00% 0.42% … hamm elementary rockwallWebCurrent and Historical Performance Performance for Fidelity Asset Manager 50% Fund on Yahoo Finance. Home; Mail; News; Finance; ... YTD 30. 1-Month 28. 3-Month 30. 1-Year 32. 3-Year 80. 5-Year 57 ... burnt roof of mouth skin peelingWebDodge & Cox Stock Fund - Class I (DODGX) Performance History - Yahoo Finance U.S. markets closed Dodge & Cox Stock Fund - Class I (DODGX) Nasdaq - Nasdaq Delayed … hamme info