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 during ...

[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 ...

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

There are plenty of choices in the Allocation Balanced category, but where should you start your research? Well, one fund that you should consider investigating is Fidelity Asset Manager 70% (FASGX).

CNW/ - Fidelity Investments Canada ULC ("Fidelity") today announced the final December 2025 cash distributions for Fidelity ...

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 ...