The equity market entered Q2 in a tailspin, as post-election optimism gave way to investor concern about the impact of a flurry of executive actions. The central bank cut its projection for U.S.

[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/1986. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...

The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...

Effective Nov. 18, 2025, Matthew Reed and Samuel Wald joined the portfolio management team of Fidelity Balanced. They will comanage the financials and real estate sleeves with Pierre Sorel, who will ...

Dive into a comprehensive comparison of Vanguard and Fidelity.