Is Fbalx a good retirement fund?
Is Fbalx a good retirement fund?
The Fidelity Balanced Fund (“FBALX”) is in the moderate allocation category of the Fidelity fund family. The fund has received a five-star Morningstar rating over a three-year time horizon, and a four-star rating over five- and 10-year time frames.
Is Fpurx a good investment?
Overall, Fidelity Puritan Fund ( FPURX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Fidelity Puritan Fund ( FPURX ) looks like a good potential choice for investors right now.
What is the most conservative Fidelity fund?
Conservative
| Asset Type | Fund Name | Allocation |
|---|---|---|
| Domestic Stock | Fidelity Growth & Income Portfolio ( FGRIX ) | 8% |
| Domestic Stock | Fidelity Growth Strategies Fund ( FDEGX ) | 6% |
| Foreign Stock | Fidelity Total International Index Fund ( FTIHX ) | 6% |
| Bonds | Fidelity GNMA Fund ( FGMNX ) | 5% |
Should I invest in FBALX?
Overall, Fidelity Balanced Fund ( FBALX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Fidelity Balanced Fund ( FBALX ) looks like a good potential choice for investors right now.
How much should I invest in FBALX?
The fund requires an initial investment of $2,500. The fund’s risk compared to that of other funds in the category is considered above average by Morningstar for the trailing three-, five- and 10-year periods.
What kind of fund is Fpurx?
Fund Details
| Category | Mix Tgt All Gro |
|---|---|
| Fund Family | Fidelity Invest |
| Fund Status | Open |
| Fund Inception | April 16, 1947 |
| Manager | Daniel Kelley |
Is Fcntx a good fund?
Overall, Fidelity Contrafund ( FCNTX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, Fidelity Contrafund ( FCNTX ) looks like a good potential choice for investors right now.
What is the safest Fidelity investment?
A bond can be one of the safer investments, and bonds become even safer as part of a fund. Because a fund might own hundreds of bond types, across many different issuers, it diversifies its holdings and lessens the impact on the portfolio of any one bond defaulting.
What is Fidelity’s current money market rate?
Fidelity Bank Money Market Rates
| Minimum Balance | APY |
|---|---|
| $2,500.00 | 0.15% |
What is a most aggressive portfolio?
The Aggressive Portfolio An aggressive portfolio seeks outsized gains and accepts the outsized risks that go with them. 1 Stocks for this kind of portfolio typically have a high beta, or sensitivity to the overall market. High beta stocks experience greater fluctuations in price than the overall market.
What ETF is similar to FBALX?
Total Bond Market ETFs
| Symbol | ETF Name | Expense Ratio |
|---|---|---|
| PCEF | Invesco CEF Income Composite ETF | 1.97% |
| XMPT | VanEck CEF Muni Income ETF | 2.32% |
| SCHZ | Schwab U.S. Aggregate Bond ETF | 0.04% |
| BOND | PIMCO Active Bond ETF | 0.55% |
