Fidelity Balanced Fund

Shareclass

Fidelity Balanced (FBALX)

Type

Open-end mutual fund

Manager

For each civilian firearm category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.

Civilian firearms

Gun manufacturers

Manufacturers of civilian firearms

holdings

$12.58M

invested

0.14%

of portfolio

Major gun retailers

Largest public retailers of civilian firearms

holdings

$38.76M

invested

0.42%

of portfolio

Gun manufacturers and major gun retailers

2 holdings

1. Walmart Inc
$38.76M
0.42%
2. Northrop Grumman Corp
$12.58M
0.14%

Fidelity Balanced Fund $FBALX is 0.55% ($51.34 MILLION) invested in gun manufacturer and major gun retailer stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Fidelity Balanced Fund FBALX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on FBALX at Morningstar.com

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-3.44% less in annualized returns

Less invested in civilian firearms

0.33% less invested

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-3.44% less in annualized returns

Less invested in civilian firearms

0.33% less invested

Current fund

FBALX

Fidelity Balanced Fund

Family

Fidelity Investments

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-3.44% less in annualized returns

Less invested in civilian firearms

0.33% less invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gun investments

1-yr

3-yr

5-yr

10-yr

Civilian firearm

This fund
FBALX - Fidelity Balanced Fund

28%

4.81%

12%

9.52%

0.55%

Benchmark

38%

9.05%

15%

13%

0.88%

Fund compared to benchmark

-10.47%

-4.24%

-3.7%

-3.44%

0.33% lower

Find more financial data on FBALX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about adding gun free options to your retirement plan

Use our toolkit

Find sustainable funds that are gun free

Find clean funds

Visit Weapon Free Funds to see this fund's exposure to military weapon companies

See weapon risk

Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints

See climate risk

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