Fidelity Balanced Fund
Shareclass
Fidelity Balanced (FBALX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Balanced Fund
FUND COVERAGE
# of holdings285
% of assets60%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC0.02%$9.7M
- 2. Procter & Gamble Co0.48%$289.81M
- 3. UCB SA0.26%$159.11M
- 4. BNP Paribas Act. Cat.A0.14%$84.46M
- 5. Dow Inc0.02%$14.94M
- 6. Boston Scientific Corp0.51%$306.24M
- 7. Hiscox Ltd0.07%$41.7M
- 8. Marriott International Inc Class A0.19%$112.59M
- 9. Bank of America Corp0.67%$402.98M
- 10. Welltower Inc0.14%$84.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Astera Labs Inc<0.01%$2.22M
- 2. Virtu Financial Inc Class A0.08%$45.71M
- 3. Nuvalent Inc Class A0.03%$18.77M
- 4. Roblox Corp Ordinary Shares - Class A0.15%$89.58M
- 5. Talen Energy Corp Ordinary Shares New<0.01%$1.89M
- 6. Palantir Technologies Inc Ordinary Shares - Class A0.06%$33.82M
- 7. Old Dominion Freight Line Inc Ordinary Shares0.1%$58.04M
- 8. Athabasca Oil Corp0.08%$49.04M
- 9. Roku Inc Class A0.05%$29.65M
- 10. Reddit Inc Class A Shares0.05%$29.08M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
16
$7.89B
13%
Prisons high risk
1
$36.87M
0.06%
Private prisons
0
$0
0%
Borders
11
$7.24B
12%
Borders high risk
5
$343.52M
0.57%
Total
21
$8.2B
14%
Holdings — 21 flagged holdings
1.
Microsoft Corp
:$3.21B
5.32%
2.
Amazon.com Inc
:$1.84B
3.05%
3.
Alphabet Inc Class A
:$1.76B
2.92%
4.
Walmart Inc
$284.55M
0.47%
5.
Costco Wholesale Corp
$273.85M
0.45%
6.
Lockheed Martin Corp
:$131.42M
0.22%
7.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
$87.38M
0.14%
8.
Northrop Grumman Corp
:$85.53M
0.14%
9.
Berkshire Hathaway Inc Class A
$67.67M
0.11%
10.
Yum Brands Inc
$63.06M
0.1%
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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