Fidelity Global Balanced Fund Class Ticker Fidelity Advisor Global 2026

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  1. Click 'Get Form' to open the Fidelity Global Balanced Fund Class Ticker Fidelity Advisor Global document in our platform.
  2. Begin by reviewing the introductory section, which provides essential information about the fund's objectives and investment strategy. This will help you understand the context of the form.
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The one major disadvantage of balanced mutual funds is that the investor is not in control of the asset allocation. Usually, the ratio of the asset allocation is around 70% and 30% for stocks and bonds respectively. However, that could turn in your favour by becoming 60% and 40% or get significantly worse.
Overall Rating Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 679 funds within its Morningstar Category.
Fidelity Balanced Fund (FBALX) As of 8:08:06 AM EDT. Market Open.
Management Account Minimum $250 Fee $0.01 per share on stocks ETF trades, $0.75 option contracts ($1 for 1st contract), and no extra charge for broker assisted trades.2 more rows
Balanced funds offer a much better return on investment compared to any other hybrid fund like a conservative hybrid fund, or aggressive hybrid fund, etc. As the balanced funds offer medium risk, the returns are also low compared to other fund categories.

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This low-cost fund offers a sensible approach to gain exposure to the global equity market. However, the relatively small size of the portfolio management team limits the Morningstar Analyst Rating of its A and P share classes to Bronze.
Balanced funds may be more suitable for new investors who want to get a hang of the mutual funds market and earn a steady stream of money, but do not want to take a high risk right away. Equity funds are better for people who want moderate-to-high risk investment and aim for greater short-term profits.

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