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FBALX Holdings List NMFQS:FBALX

Allocation--50% to 70% Equity | Fidelity Investments
$32.90
↑ $0.00 (0.00%)
Last Updated: Mar 20, 2026

Fidelity Balanced Fund (FBALX) - Allocation--50% to 70% Equity fund with $62.13 Billion in assets. The fund allocates 62.51% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Fidelity Investment Grade Bond Central Fund at 35.06% of total assets. This is followed by MICROSOFT CORP (5.19%) and NVIDIA CORP (5.63%).

FBALX Holdings

Name Weight Owned Change
Fidelity Investment Grade Bond Central Fund 35.06% - -
MICROSOFT CORP 5.19% - -
NVIDIA CORP 5.63% - -
APPLE INC 4.43% - -
AMAZON.COM INC 3.06% - -
META PLATFORMS INC CL A 2.07% - -
ALPHABET INC CL A 3.32% - -
ELI LILLY and CO 1.28% - -
Fidelity Cash Central Fund 1.48% - -
EXXON MOBIL CORP 0.99% - -
TESLA INC 0.92% - -
BROADCOM INC 1.48% - -
MASTERCARD INC CL A 0.89% - -

Asset Allocation

Bond 35.53%
Cash -0.08%
Non US Stock 3.60%
Not Classified 0.01%
Other 0.35%
US Stock 60.60%

Market Cap

AverageMarketCap 456528.20%
Giant 31.28%
Large 20.02%
Medium 10.02%
Micro 0.37%
Small 2.46%

Sector Weights

Cash and Equivalents 2.23%
Corporate 2.23%
Derivative 2.23%
Government 2.23%
Municipal 2.23%
Securitized 2.23%
Basic Materials 1.59%
Consumer Cyclical 10.65%
Financial Services 12.77%
Real Estate 1.87%
Consumer Defensive 4.72%
Healthcare 9.83%
Utilities 2.23%
Communication Services 11.89%
Energy 2.88%
Industrials 7.73%
Technology 33.84%

World Regions

Latin America 0.00%
North America 95.41%
Asia Developed 2.21%
Asia Emerging 0.09%
Australasia 0.02%
Japan 0.04%
Africa/Middle East 0.05%
Europe Developed 1.78%
Europe Emerging 0.00%
United Kingdom 0.39%