Fidelity® Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Although the fund bases its sector weightings on the S&P 500 Index, about 40 percent of its holdings are outside of the index.

Asset Allocation

% Long % Net
Cash 3.32 3.32
Stocks 64.88 64.88
Bonds 20.85 20.85
Other 2.74 2.74
Foreign Bonds 1.95 1.95
Foreign Stocks 6.26 6.26
Convertible 0.0 0.0
Preferred 0.02 0.02

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 2.84
Fidelity Cent Invt Portfolios --- --- 2.74
US Treasury Note 0.375% --- --- 1.59
Chevron Corp CVX 6.16 1.58
US Treasury Note 0.25% --- --- 1.42
Fannie Mae 3.5% 30 Year --- --- 1.39
Procter & Gamble Co PG -1.09 1.32
Capital One Financial Corp COF 9.15 1.27
Google Inc Class C GOOG --- 1.25
JPMorgan Chase & Co JPM 0.43 1.18

Bond Ratings (%)

Updated 05.31.2014

Sector FBALX
AAA 44.72
AA 1.5
A 19.75
BBB 23.84
BB 4.47
B 3.71
Below B 1.5
Other 0.51

See Also:

Top Fidelity Investments Funds

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds