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Fidelity Balanced K6 Fund: (MF: FBKFX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$16.78 USD
-0.14 (-0.83%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.28 | 61 |
| 3 months | 8.19 | 15 |
| 6 months | 5.28 | 61 |
| 1 Year | 10.92 | 32 |
| 3 Year | 14.30 | 3 |
| 5 Year | 11.82 | 1 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.92 |
| 5 Year | 11.81 |
| 10 Year | NA |
| Since Inception | 11.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.69 | 8.19 | NA | NA |
| 2024 | 7.14 | 2.85 | 4.82 | 0.50 |
| 2023 | 7.61 | 5.99 | -2.79 | 9.97 |
| 2022 | -4.89 | -13.78 | -4.80 | 5.22 |
| 2021 | 4.26 | 6.51 | -0.18 | 6.90 |
| 2020 | -13.72 | 18.08 | 7.92 | 11.63 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| % Total Return | 5.28 | 16.11 | 21.93 | -17.86 | 18.51 | 22.74 |
| % Total Return Rel to Index | -0.92 | -8.91 | -4.31 | 0.34 | -10.17 | 4.34 |
| % Total Return Rel to Peer | -0.44 | 4.48 | 7.97 | -4.10 | 5.32 | 11.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.07 | 0.31 | 0.25 | 0.17 | 0.14 | 0.17 |
| % Yield | 0.40 | 1.86 | 2.05 | 1.36 | 0.88 | 1.22 |
| Capital Gains ($) | 0.00 | 0.13 | 0.00 | 0.24 | 0.47 | 0.15 |
| Expense Ratio | 0.32 | 0.32 | 0.32 | 0.32 | 0.32 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%