Fidelity Balanced Fund Q1 2026 Commentary
The Fidelity Balanced Fund reported a return of -1.74% for the first quarter of 2026. This performance slightly outperformed the Fidelity Balanced Hybrid Composite Index, which returned -2.62%. The fund maintains a neutral allocation of 60% stocks and 40% bonds to achieve its investment goals.
- ▪The Fidelity Balanced Fund invests in a mix of stocks and bonds.
- ▪For Q1 2026, the fund's Retail Class shares returned -1.74%.
- ▪The Fidelity Balanced Hybrid Composite Index had a return of -2.62% during the same period.
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