Fidelity Balanced Fund Q3 2025 Commentary (FBALX)

Fidelity Investments 872 Follower s Follow 5 Share Save Play ( 17min ) Comments Summary The fund's outsized exposure to equities and underweight in investment-grade debt aided performance relative to the Composite index. Security selection among the fund's equity investments was by far, the biggest relative contributor these past three months. Picks in the communication services and information technology sectors helped most. The fund's investment-grade bond holdings recorded a gain of 2.02% for Q3, about in line with the 2.03% advance of the Bloomberg U.S. Aggregate Bond Index. The effect of tariffs, a ballooning federal budget deficit and weakening labor market are all factors that could increase market volatility. da-kuk/E+ via Getty Images Market Review U.S. stocks gained 8.12% in the third quarter, according to the S&P 500® index, extending a historically fast rebound that began in early April. The advance has been supported by strong corporate fundamentals, a resilient economy and the Federal Reserve's This article was written by Fidelity Investments 872 Follower s Follow Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.

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