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A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment ...The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the ...Summary. Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U.S. stock/40% U.S. bond portfolio. by Ben Sater. Rated on Nov 3, 2023 ...FTQGX Portfolio - Learn more about the Fidelity Focused Stock investment portfolio including asset allocation, stock style, stock holdings and more.Fidelity Puritan Trust - Fidelity Balanced Fund (MUTF:FBALX) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions.Familiar with a mutual fund from another fund family? Chances are there's a low-cost Vanguard® fund with a similar investment style. Use this tool to find Vanguard funds similar to funds from the more than 300 fund families offered through our FundAccess® program. Choose a fund family, and then select a fund to see the list of Vanguard funds in the same asset class and category.Sep 6, 2023 · 0.95. 91.1 Mil. Communication Services. FASMX - Fidelity Asset Manager 50% - Review the FASMX stock price, growth, performance, sustainability and more to help you make the best investments.Get the latest Fidelity Equity-Income Fund (FEQIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.Interactive Chart for Fidelity Balanced Fund (FBALX), analyze all the data with a huge range of indicators.7.16B USD. Yield. 0.59%. Front load. -. Inception date. Apr 30, 1930. Get the latest Fidelity Fund (FFIDX) real-time quote, historical performance, charts, and other financial information to help ...Start Date. Tenure. Tenure Rank. Jan 01, 2020. 2.41. 2.4%. Sean Gavin is portfolio manager of the fund, which he has managed since April 2017. He also manages other funds. Since joining Fidelity Investments in 2006, Mr. Gavin has worked as a research analyst and portfolio manager.MUTF: VWELX - Vanguard Wellington™ Inv VWELX stock price, growth, performance, sustainability and more to help you make the best investments.Vanguard Dividend Growth Fund seeks above-average current income and long-term growth of capital and income. The advisor, Wellington Management Company LLP, invests in a diversified array of stable, well-managed companies that have a history of or a potential for growing dividends over time. Valuation is key to security selection, with the ...Interactive Chart for Fidelity Balanced Fund (FBALX), analyze all the data with a huge range of indicators.FPIFX - Fidelity Freedom Index 2020 Investor - Review the FPIFX stock price, growth, performance, sustainability and more to help you make the best investments.The investment seeks conservation of capital, current income and long-term growth of capital and income. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-gra de bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities.Morningstar calculates these risk levels by looking at Reduced NAV breakpoint effective July 1, 2024 2 days ago · The Fund seeks to provide investment results that correspond to the total performance of common stocks publicly traded in the United States. It invests in common stocks included in the S&P 500 ...VBINX is managed by Vanguard. It was launched on Nov 9, 1992. FBALX is managed by Fidelity. It was launched on Nov 6, 1986. Scroll down to visually compare performance, … Mutual Funds Screener. Narrow down the universe of 18,000+ fu Fund Description. Investing approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral.Investing at least 25 ...Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. 2 days ago · NAV / 1-Day Re

Fidelity is not responsible for any damages or losses arising from any use of this third-party information. Analyze the Fund Schwab MarketTrack Balanced Portfolio ™ having Symbol SWBGX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.FGMNX Performance - Review the performance history of the Fidelity GNMA fund to see it's current status, yearly returns, and dividend history.Product summary. Founded in 1929, Wellington™ Fund is Vanguard’s oldest mutual fund and the nation’s oldest balanced fund. It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third of the portfolio). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors.2 days ago · DODBX - Dodge & Cox Balanced I - Review the DODBX stock price, growth, performance, sustainability and more to help you make the best investments.Fidelity Balanced Fund FBALX: NAV: Change: Net Expense Ratio: YTD Return. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. $27.51-.17 (-0.61%) 0.47%: 7.13%: Quote data as of close 04/19/2024: As of 03/31/2024: Prospectus: Mutual Fund Report Card: Summary; Charts; Performance;

Net assets. 118.35B USD. Yield. 0.44%. Front load. -. Inception date. May 17, 1967. Get the latest Fidelity Contrafund (FCNTX) real-time quote, historical performance, charts, and other financial ...Part of Fidelity’s low-cost push has been to eliminate minimum investments, so not only is the Fidelity Balanced Fund (MUTF: FBALX) a no-load mutual fund, it does not have minimum investment ...Mutual Funds Screener. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds ...…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Net assets. 25.78B USD. Yield. 1.59%. Front load. -. Inception. Possible cause: Fidelity Strategic Dividend & Income Fund (MUTF: FSDIX) Fidelity Multi-Asset.