Fund Facts and ETF Facts documents are summary disclosure documents required to be filed by all mutual funds and ETFs in addition to other regulatory disclosure documents, such as the Simplified Prospectus. Simplify your investing by making a one-time purchase online, in-person, over the phone or through the TD app. Fidelity Index Funds will come very handy in this situation. We offer index funds that attempt to track the performance of a range of the most widely followed equity and fixed income indexes. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio ... Fidelity Balanced is led by a longtime manager, but churn among its equity sleeve managers gives pause. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. In depth view into FBALX (Fidelity® Balanced) including performance, dividend history, holdings and portfolio stats. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover … It invests in underlying Fidelity Funds that invest primarily in a mix of Canadian and foreign equity securities and fixed income securities, with generally more emphasis on … You can see the American Funds 2045 fund … One of the top mutual funds in this category is the Fidelity Equity Dividend Income Fund, which has $17.2 billion in assets under management. You can use this opportunity to rebalance your portfolio. A wide range of choices . While many funds have suffered a downturn in fortunes, the Fidelity Long-Term Treasury Bond Index Fund is up 21% year-to-date. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Fidelity index mutual funds offer some of the lowest prices in the industry. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets For Professionals Research & Insights Advisor Insights ... Fidelity® Balanced FBALX Morningstar Analyst Rating The table below compares 2045 target-date funds from Fidelity Freedom, American Funds, and T. Rowe Price. Rate Information . In depth view into FID2283 (Fidelity Balanced Class Port Series B) including performance, dividend history, holdings and portfolio stats. 123. Fidelity Balanced Class Port Series B (FID2283) 17.13 +0.10 (+0.59%) CAD | Nov 3 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. 1 Plus, we offer 24/7 customer service online or by phone 2 and were named Barron's 2016, 2017, and 2018 Best Online Broker 3. FBALX Dividend policy Active Price as of: DEC 14, 07:00 PM EDT $27.77 +0.29 +0% primary theme U.S. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover … Fidelity Investments Balanced To find out detailed information on Fidelity Investments Balanced in the U.S., click the tabs in the table below. In depth view into FID2204 (Fidelity Global Balanced Portfolio B) including performance, dividend history, holdings and portfolio stats. FFFGX is part of the Fidelity Freedom family with several balanced target-date funds. Fidelity Global Balanced Portfolio E1 (FID4356) 13.25 +0.07 (+0.53%) CAD | Dec 17 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. It uses a balanced approach. See fund information and historical performance for the Fidelity Advisor Balanced Fund - Class A. Fidelity Global Balanced Portfolio B (FID2204) 15.58-0.05 (-0.30%) CAD | Dec 14 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. Both funds devote roughly 60% … The Trust seeks to provide long term income and capital growth, by producing returns commensurate with the risk levels, based on careful attention to detail, extensive forward planning and rigorous portfolio selection. 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