Fidelity Balanced Fund (FBALX)

US Funds

ポートフォリオに追加/削除するポートフォリオに加える

29.50 +0.02 +0.07%

04/11 - 表示されている情報は遅れています。. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: Fidelity Investments

原資産: S&P 500 TR

資産クラス: 株式

モーニングスターの評価:
総資産: 38.46B

概要
プロフィール
過去のデータ
保有資産

FBALX 概要

このページではFidelity Balanced Fundの基本的な企業情報をご覧になれます。 FBALX の主要な経営陣、総資産、投資戦略、連絡先情報など。

カテゴリー

Allocation--50% to 70% Equity

総資産

38.46B

費用

0.49%

開始日

1986年11月06日

連絡先

住所 483 Bay Street
Toronto,ON M5G 2N7
Canada

電話 416-307-5200

ファクス 1-800-387-8092

ウェブ www.institutional.fidelity.com

役員トップ

名前	タイトル	以来	まで
Laurie Mundt	Research Analyst	2024	now
伝記	Prior to joining Fidelity Investments in 2008 as a research analyst, Ms. Mundt served as a vice president for T. Rowe Price Group, which she joined in 2000.
Christopher Lee	Portfolio Manager	2022	now
伝記	Chris Lee is a managing director of research and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Lee is responsible for overseeing the Health Care and Cyclicals teams. He also co-manages the Fidelity Enduring Opportunities Fund, Fidelity Disruptive Automation Fund, Fidelity Disruptive Communications Fund, Fidelity Disruptive Finance Fund, Fidelity Disruptive Medicine Fund, Fidelity Disruptive Technology Fund, and Fidelity Disruptors Fund. Effective August 1, 2022, Mr. Lee will assume co-lead of the Stock Selector Large Cap team and the FIAM Global Sector team. He will also co-manage Fidelity and Fidelity Advisor Balanced Fund, Fidelity Series All Sector Equity Fund, Fidelity and Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity VIP Balanced Portfolio, and the FIAM Global Sector Strategies: Small/Mid Cap Core; and Global Core. Prior to assuming his current responsibilities, Mr. Lee managed Fidelity Advisor Financial Services Fund, Fidelity VIP Financial Services Portfolio, Fidelity Select Financial Services Portfolio, Fidelity Financial Services Central Fund, the Fidelity and Fidelity Advisor Stock Selector All Cap Funds, Fidelity Select Brokerage and Investment Management Portfolio, Fidelity VIP Growth Strategies Portfolio, Fidelity Growth Strategies Fund, and Fidelity Select Consumer Finance Portfolio. Previously, he managed Fidelity Select Electronics Portfolio and Fidelity Advisor Electronics Fund. He joined Fidelity as an equity analyst covering the semiconductor industry in 2004. Before joining Fidelity, Mr. Lee was an associate in the Technology group at TA Associates, a private equity firm in Boston. Previously, he worked as a financial analyst in the Technology group at Robertson Stephens. He has been in the financial industry since 1997. Mr. Lee earned his bachelor of arts degree in East Asian studies from Yale University and his master of business administration degree from the Massachusetts Institute of Technology (MIT) Sloan School of Management.
Chad Colman	Global Sector Analyst	2022	now
伝記	Chad Colman joined Fidelity Investments in 2009, since then he has worked as an analyst, global sector leader, and portfolio manager. Currently, he manages the industrials sleeves of the FIAM sector strategies and analyzes stocks for the broader, diversified portfolio management team. Prior to assuming his current role in 2011, Mr. Colman was a research analyst responsible for coverage of the U.S. industrials sector. Mr. Colman has been in the investments industry since 2002. Mr. Colman earned his B.S. degree from Brigham Young University and M.B.A. degree from University of Michigan.
Matthew Drukker	Co-Manager	2022	now
伝記	Matthew Drukker is a member of FMR’s Stock Selector Large Cap Group (communication services sector). Matthew Drukker is portfolio manager of Fidelity Management & Research Company. Prior to joining Fidelity Investments in August 2007 as a research analyst, Mr. Drukker was an investment banker at Sander O'Neill in New York from 1999 to 2006.
Ali Khan	Portfolio Manager	2022	now
伝記	Ali Khan joined Fidelity Investments in 2007, since then Mr. Khan has worked as an equity research associate and portfolio manager. Mr. Khan earned his Bachelor of Arts degree in economics and political science from Amherst College.
Priyanshu Bakshi	Portfolio Manager	2022	now
伝記	Priyanshu Bakshi joined Fidelity Investments in 2015. Mr. Bakshi has worked as a research analyst, sector leader, and portfolio manager.
Ashley Fernandes	-	2020	now
伝記	Ashley Fernandes is the Natural Resources sector leader and a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Fernandes provides research coverage for the global integrated energy and global mining companies and he manages the Fidelity Natural Resources Fund. He is also a member of Fidelity's Stock Selector Large Cap Group and is responsible for managing the energy and materials sleeves for various diversified sector-based portfolios. Mr. Fernandes is also responsible for co-managing the Fidelity and Fidelity Advisor Balanced Funds, VIP Balanced Portfolio, Fidelity Select and VIP Materials Portfolio, and Fidelity Advisor Materials Fund. Additionally, he co-manages both the global energy and global materials sector sleeves of the FIAM sector portfolios. Prior to assuming his current role, Mr. Fernandes worked as a global energy analyst for Fidelity International Limited (FIL) in London from 2008 to 2013. In this capacity, he was an analyst for the U.S., Canadian, European integrated, and emerging-market energy sectors, as well as small- and mid-cap international exploration and production (E&P) companies. Before joining Fidelity in 2013, Mr. Fernandes worked as an associate in Private Equity. He has been in the financial industry since 2001. Mr. Fernandes earned his bachelor of commerce degree, with honors, from Queen’s University, and his master of business administration degree from London Business School. He is also a CFA® charterholder.
Nicola Stafford	Member	2017	now
伝記	Nicola Stafford is a portfolio manager in the Equity division at Fidelity Investments. She has been in the financial industry since 2001. Ms. Stafford earned her bachelor of science degree in mechanical engineering and economics from the Massachusetts Institute of Technology (MIT).
Douglas Simmons	Portfolio Manager	2008	now
伝記	Douglas Simmons is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Simmons manages Fidelity Telecom and Utilities Fund, Fidelity Select Utilities Portfolio, Fidelity VIP Utilities Portfolio, and the Fidelity Advisor Utilities Fund. As a member of Fidelity’s Stock Selector Large Cap Group, he is also responsible for managing the utilities sleeves for various diversified sector-based portfolios. Prior to assuming his current responsibilities in September 2005, Mr. Simmons served as a utilities analyst covering the electric and gas utility stocks. Before joining Fidelity in 2003, Mr. Simmons worked as a financial analyst at the private equity firm Hicks, Muse, Tate & Furst. Previously, Mr. Simmons was an investment banking analyst at Morgan Stanley. He has been in the financial industry since 1997. Mr. Simmons earned his bachelor of business administration degree in finance from the University of Texas at Austin, where he graduated with highest honors, and his master of business administration degree from Harvard Business School.
Pierre Sorel	Sector Leader/Portfolio Manager	2008	now
伝記	Pierre Sorel is a sector leader and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Sorel is responsible for covering the financial sector and is a member of the Stock Selector Large Cap Group. Additionally, he manages the Fidelity Financial Services Central Fund and co-manages Fidelity and Fidelity Advisor Balanced Fund, VIP Balance Portfolio, Fidelity Series All-Sector Equity Fund, FIAM Strategic Advisor Core Research Fund, FIAM U.S. Total Stock Fund, Fidelity Advisor Stock Selector Mid Cap Fund, and Fidelity Advisor Stock Selector All Cap Fund. Mr. Sorel also co-manages the Financials sleeve of the FIAM Global Sector Strategies: FIAM Small/Mid Cap Core, FIAM Large Cap Core, and FIAM Global Core. Prior to assuming his current position with the Stock Selector Large Cap Group in October 2007, Mr. Sorel managed Fidelity Funds Global Financial Services Fund, a financial services sector fund available exclusively to investors outside of the United States. Previously, he worked as an analyst covering the leisure, automobile, and banking industries in Europe at Fidelity International Limited (FIL). Before joining FIL in 1998, Mr. Sorel was a financial services consultant at Oliver Wyman. He has been in the financial industry since 1993. Mr. Sorel earned his bachelor of arts degree in economics and his bachelor of science degree in electrical engineering from Brown University; his master of science degree in computer engineering from Princeton University; and his master of business administration degree from INSEAD. He is also a CFA® charterholder.

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さらに分類

1日1週1ヵ月６ヵ月1年5年最大

日経平均株価	38,595.50	+541.83	+1.42%
日経225先物 (F)	38,612.5	+180.0	+0.47%
韓国総合株価指数	2,576.89	-12.08	-0.47%
NYダウ	41,794.60	-257.59	-0.61%
独DAX	19,170.65	+6.20	+0.03%
S&P/ASX 200	8,131.80	-32.80	-0.40%
米ドル指数	103.680	-0.110	-0.11%

金	2,746.55	+0.35	+0.01%
原油 WTI	71.85	+0.38	+0.53%
銀	32.725	+0.116	+0.36%
米国綿花2番	69.70	-0.23	-0.33%
排出権	64.94	-0.28	-0.43%
米国シカゴコーン	416.62	+0.62	+0.15%
米国コーヒー	247.90	+2.15	+0.87%

ドル/円	152.22	+0.09	+0.06%
ドル/ウォン	1,378.42	+5.82	+0.42%
ユーロ/ドル	1.0892	+0.0015	+0.14%
ユーロ/円	165.77	+0.30	+0.18%
トルコリラ/円	4.4315	+0.0020	+0.05%
豪ドル/円	100.71	+0.52	+0.52%
ポンド/円	197.63	+0.50	+0.25%

大塚ホールディングス	9,412.0	+205.0	+2.23%
SoftBank Group Corp.	8,946.0	-18.0	-0.20%
トヨタ自動車	2,639.0	+23.5	+0.90%
三菱UFJフィナンシャル・グループ	1,623.0	+2.5	+0.15%
ブイ・テクノロジー	2,391.0	+18.0	+0.76%
東芝	4,590.0	0.0	0.00%
みずほフィナンシャルグループ	3,245.0	+35.0	+1.09%

閲覧履歴

	名前	価格	前日比	変動%
	Fidelity Balanced	29.50	+0.02	+0.07%