FBALX Fidelity Balanced Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

The investment seeks both income and capital growth. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

The average market capitalization across the Fidelity Balanced MF is 3.19T. The market cap for tickers in the group ranges from 1.8T to 4.46T. NVDA holds the highest valuation in this group at 4.46T. The lowest valued company is META at 1.8T.

The average weekly volume growth across all stocks in the Fidelity Balanced MF was -31%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -27%