Fidelity Balanced Fund
Shareclass
Fidelity Balanced (FBALX)
Type
Open-end mutual fund
Manager
Military contractors
Largest international arms manufacturers and military contractors
12
holdings
$263.93M
invested
2.85%
of portfolio
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
7
holdings
$153.82M
invested
1.66%
of portfolio
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
3
holdings
$65.51M
invested
0.71%
of portfolio
Military weapon companies
12 holdings
12 holdings
- 1. Parker Hannifin Corp$37.59M0.41%
- 2. GE Aerospace
$37.49M0.41% - 3. Lockheed Martin Corp
$30.41M0.33% - 4. AMETEK Inc$30.21M0.33%
- 5. Boeing Co$24.81M0.27%
See all
For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers
We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.
Fidelity Balanced Fund earns a D grade for investments in military weapons
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Balanced Fund FBALX
Environment
Social
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Financial performance
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