Fidelity Balanced Fund Outperforms in Q4 2025

FBALX beats hybrid benchmark driven by strong IT security selection

Published on Mar. 12, 2026

Got story updates? Submit your updates here. ›

Fidelity's Balanced Fund (FBALX) outperformed its hybrid benchmark in the fourth quarter of 2025, with strong security selection in the information technology sector being a key driver of the fund's performance. Fidelity, a privately held company for 77 years, has $12.6 trillion in assets under administration and over 74,000 associates globally.

Why it matters

The Fidelity Balanced Fund is a widely-followed fund that provides investors with exposure to a mix of stocks and bonds. Its performance is closely watched as an indicator of broader market trends and investor sentiment.

The details

According to the Q4 2025 commentary, the Fidelity Balanced Fund (FBALX) outperformed its hybrid benchmark during the quarter, with strong security selection in the information technology sector being a key driver of the fund's performance. Fidelity, a privately held company for 77 years, has $12.6 trillion in assets under administration and over 74,000 associates globally, with a presence in North America, Europe, Asia, and Australia.

  • The Q4 2025 commentary was published on March 12, 2026.

The players

Fidelity Investments

A privately held financial services firm with $12.6 trillion in assets under administration and over 74,000 associates globally.

Got photos? Submit your photos here. ›

The takeaway

The strong performance of the Fidelity Balanced Fund in Q4 2025 highlights the firm's investment expertise and ability to navigate market conditions, providing investors with a diversified portfolio that can deliver solid returns.