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Fidelity Balanced Fund (FBALX)

SEC CIK 81205 · Series S000007151 · Portfolio as of 2026-05-31

Net assets
$65.79B
Holdings
368
Snapshots
27
History since
2019-11-30

Top holdings

SecurityValueWeight
Fidelity Central Investment Portfolios II LLC$22.17B33.69%
NVIDIA CORP · NVDA$3.81B5.78%
ALPHABET INC · GOOGL$3.13B4.76%
APPLE INC · AAPL$2.44B3.70%
AMAZON.COM INC · AMZN$1.98B3.01%
MICROSOFT CORP · MSFT$1.77B2.69%
BROADCOM INC · AVGO$1.18B1.80%
META PLATFORMS INC · META$981.7M1.49%
MICRON TECHNOLOGY INC · MU$889.8M1.35%
Fidelity Revere Street Trust$789.2M1.20%

Sector exposure

other
37.9%
technology
32.4%
financials
7.3%
healthcare
6.4%
consumer discretionary
5.9%
industrials
3.6%
energy
2.1%
utilities
1.4%

Recent monthly returns

2025-12
+0.05%
2026-01
+1.81%
2026-02
+0.43%
2026-03
-3.90%
2026-04
+7.93%
2026-05
+3.59%

From N-PORT Part B, units verified by net-asset reconciliation.

Get this data via API

curl "https://api.fundlens.io/v1/funds/FBALX/holdings" \
  -H "x-api-key: your_api_key"

Full holdings, every historical snapshot, point-in-time queries, monthly returns and flows — free tier available, no card required.

Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.