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Home>Fund Pages>Fidelity Investments >Fidelity Balanced Fund

Profile

Data Providers

Overview

  • category
    Mixed-Asset Target Alloc Growth Funds
  • management type
    Active
  • total assets
    $28.6B
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Assets

Net Assets

Total Net Assets

$28.6B

(Through Dec 2016)

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  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$1.16B

(Through Dec 2016)

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  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.45% to 0.53%

There is no Fee data available to display at this time.

Turnover

turnover

66.0%

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

4.41% to 4.50%

There is no Performance data available to display at this time.

Retirement

Managers

Current Fund Managers

  • Robert Lee

    01-01-2008 - present
  • Steven Kaye

    01-01-2008 - present
  • Pierre Sorel

    01-01-2008 - present
  • Robert Stansky

    01-01-2008 - present
  • Douglas Simmons

    01-01-2008 - present
  • Tobias Welo

    01-01-2011 - present
  • Brian Lempel

    01-01-2013 - present
  • Jonathan Kasen

    01-01-2013 - present
  • Ford O'Neil

    01-01-2015 - present
  • Peter Dixon

    01-01-2015 - present
  • John Mirshekari

    01-01-2016 - present