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Fidelity Bal Income Private Pool Cl S5 (0P0000W237)

Toronto

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9.528 +0.080 +0.83%

20/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.79B

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 Change0.65%

Prev. Close9.45

Risk Rating

TTM Yield0.45%

ROE19.20%

IssuerFidelity Investments Canada ULC

Turnover13.63%

ROA7.43%

Inception DateNov 26, 2008

Total Assets3.79B

ExpensesN/A

Min. Investment150,000

Market Cap44.93B

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	1118	1018	1118	1098	1236	1500
Fund Return	11.8%	1.82%	11.8%	3.16%	4.33%	4.14%
Place in category	24	17	24	54	54	40
% in Category	6	3	6	16	19	16

Top Bond Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Bal Incm Prv Pool Cl S8	3.79B	11.79	3.16	4.14
Fidelity Bal Incm Prv Pool Cl B	3.79B	11.78	3.15	4.13
Fidelity Bal Income Priv Pool F8	3.79B	13.05	4.31	5.30
Fidelity Bal Income Priv Pool F	3.79B	13.04	4.30	5.30
Fidelity Bal Income Priv Pool F5	3.79B	13.05	4.32	5.30

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F	13.02B	7.69	1.48	3.90
Fidelity Bal Incm Prv Pool Cl S8	3.79B	11.79	3.16	4.14
Fidelity Bal Incm Prv Pool Cl B	3.79B	11.78	3.15	4.13
Fidelity Bal Income Priv Pool F8	3.79B	13.05	4.31	5.30
Fidelity Bal Income Priv Pool F	3.79B	13.04	4.30	5.30

Top Holdings

Name	ISIN	Weight %	Last	Change %
Brookfield Canadian Private Re	-	5.43	-	-
iShares Gold Trust	-	2.09	-	-
ishares S&P 500	US4642872000	1.74	605.70	+0.91%
iShares Short Treasury Bond ETF	-	1.69	-	-
RBC	CA7800871021	1.15	122.24	+1.41%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Bal Inco.	9.528	+0.080	+0.83%