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Fidelity Bal Income Private Pool Cl S5 (0P0000W237)

Toronto

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9.466 +0.070 +0.74%

14/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.86B

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Bond

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0P0000W237 Overview

Find basic information about the Fidelity Bal Income Private Pool Cl S5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000W237 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0.34%

Prev. Close9.396

Risk Rating

TTM Yield0.45%

ROE18.93%

IssuerFidelity Investments Canada ULC

Turnover52.98%

ROA7.50%

Inception DateNov 26, 2008

Total Assets3.86B

ExpensesN/A

Min. Investment150,000

Market Cap48.29B

CategoryCanadian Fixed Income Balanced

What is your sentiment on Fidelity Bal Income Private Pool Cl S5?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1016	1016	1091	1165	1363	1434
Fund Return	1.6%	1.6%	9.1%	5.22%	6.39%	3.67%
Place in category	130	130	83	43	38	49
% in Category	30	30	20	10	14	22

Top Bond Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Bal Incm Prv Pool Cl S8	3.86B	1.60	5.22	3.67
Fidelity Bal Incm Prv Pool Cl B	3.86B	1.59	5.21	3.66
Fidelity Bal Income Priv Pool F8	3.86B	1.87	6.39	4.83
Fidelity Bal Income Priv Pool F	3.86B	1.87	6.39	4.83
Fidelity Bal Income Priv Pool F5	3.86B	1.88	6.40	4.83

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F	12.72B	1.07	3.53	3.59
Fidelity Bal Incm Prv Pool Cl S8	3.86B	1.60	5.22	3.67
Fidelity Bal Incm Prv Pool Cl B	3.86B	1.59	5.21	3.66
Fidelity Bal Income Priv Pool F8	3.86B	1.87	6.39	4.83
Fidelity Bal Income Priv Pool F	3.86B	1.87	6.39	4.83

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Short Treasury Bond ETF	-	3.53	-	-
Brookfield Canadian Private Re	-	2.93	-	-
iShares Core S&P 500 ETF	-	2.22	-	-
iShares Gold Trust	-	1.86	-	-
S&P TSX 60 Index Future Dec 24	-	1.23	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Strong Sell
Technical Indicators	Neutral	BUY	Strong Sell
Summary	Neutral	Neutral	Strong Sell

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