High. This fund scores Above Average because it delivered returns that were in the top 22.5% when compared to other funds within its Morningstar category.

#1. CIBC Atlas Income Opportunities Fund AWIIX · #2. Port Street Quality Growth Fund PSQGX · #3. PGIM Real Assets Fund PUDAX · #4. Concorde Wealth Management Fund ...

The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives.

If you want to take a long-term approach to growth investing, FSPGX is one of the best low-cost Fidelity mutual funds to do so. There's admittedly a bit more ...

Fidelity Balanced FBALX ; NAV / 1-Day Return 30.50 / +0.46 % ; Total Assets 56.4 Bil ; Expense Ratio 0.470% ; Distribution Fee Level Low ; Share Class Type No Load ...

24 апр. 2024 г. · FBALX has generally been the better performer and has a higher Morningstar rating, but VGSTX has less turnover and a lower annual expense ratio.

12 нояб. 2024 г. · The 7 Best Fidelity Mutual Funds to Buy and Hold · Fidelity 500 Index Fund (FXAIX) · Fidelity Total Market Index Fund (FSKAX) · Fidelity Zero ... Fidelity® 500 Index Fund · Fidelity® Total Market Index... · Fzilx

12 июн. 2024 г. · These following funds are Morningstar Medalists with 100% analyst coverage. The tables below show the highest-rated share class for each fund.

Top 7 Holdings (20.93% of Total Assets) ; MSFT. Microsoft Corporation 5.30% ; NVDA. NVIDIA Corporation 4.64% ; AAPL. Apple Inc. 3.35% ; AMZN. Amazon.com, Inc. 2.69%.

The Fidelity Balanced Trust is an investment fund that offers you sustainable growth to suit your growing needs.