Share Class Assets Under Management Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Share Class Assets Under Management Data

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Date Value
August 31, 2026 46.29B
June 30, 2026 46.28B
April 30, 2026 44.70B
March 31, 2026 41.69B
February 27, 2026 43.74B
January 30, 2026 43.66B
December 31, 2025 43.04B
November 28, 2025 43.13B
October 31, 2025 42.99B
September 30, 2025 41.16B
August 29, 2025 40.14B
July 31, 2025 39.70B
June 30, 2025 39.28B
May 30, 2025 37.85B
April 30, 2025 36.54B
March 31, 2025 37.05B
February 28, 2025 39.03B
January 31, 2025 39.50B
December 31, 2024 38.91B
November 29, 2024 39.99B
October 31, 2024 38.46B
September 30, 2024 39.56B
August 30, 2024 39.02B
July 31, 2024 38.36B
June 28, 2024 38.01B
Date Value
May 31, 2024 37.19B
April 30, 2024 35.96B
March 29, 2024 37.24B
March 28, 2024 37.24B
February 29, 2024 36.30B
January 31, 2024 35.13B
December 29, 2023 34.74B
November 30, 2023 33.41B
October 31, 2023 31.07B
September 29, 2023 31.79B
August 31, 2023 33.11B
July 31, 2023 33.48B
June 30, 2023 32.73B
May 31, 2023 31.39B
April 28, 2023 31.38B
March 31, 2023 31.01B
February 28, 2023 30.15B
January 31, 2023 30.91B
December 30, 2022 29.22B
November 30, 2022 30.89B
October 31, 2022 29.86B
September 30, 2022 28.98B
August 31, 2022 31.65B
July 29, 2022 32.95B
June 30, 2022 30.97B

Share Class Assets Under Management (AUM) Definition

Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.

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Share Class Assets Under Management Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Share Class Assets Under Management Benchmarks

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Fidelity Puritan Fund 30.58B
JNL/WMC Balanced Fund A 9.016B
State Farm Balanced Fund 2.792B
Sit Balanced Fund 77.21M
Columbia Balanced Fund A 4.297B

Share Class Assets Under Management Excel Add-In Codes

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Metric Code: assets_under_management
Latest Data Point: =YCP("M:FBALX", "assets_under_management")
Last 5 Data Points: =YCS("M:FBALX", "assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.