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Fidelity Global Balanced Portfolio F (0P00008WLI)

Toronto

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18.507 +0.130 +0.73%

28/02 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 5.42B

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Other

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0P00008WLI Overview

Find basic information about the Fidelity Global Balanced Portfolio F 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 0P00008WLI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change11.45%

Prev. Close18.372

Risk Rating

TTM Yield0.44%

ROE19.72%

IssuerFidelity Investments Canada ULC

Turnover35.65%

ROA8.36%

Inception DateApr 18, 2007

Total Assets5.42B

ExpensesN/A

Min. Investment500

Market Cap67.81B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1038	1067	1218	1292	1497	2026
Fund Return	3.77%	6.75%	21.82%	8.91%	8.4%	7.32%
Place in category	30	78	74	58	75	61
% in Category	3	5	5	4	6	9

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F5	219.71M	3.77	8.91	7.31
Fidelity Global Balanced Portf F8	47.09M	3.77	8.90	7.31
Fidelity Global Balanced Portfol B	12.06B	3.67	7.68	6.11
Fidelity Monthly Income Series F	1.51B	2.66	6.11	5.75
Fidelity Monthly Income Sr F5	107.39M	2.38	6.01	5.72

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	60.61B	2.51	5.22	5.60
RBC Sel Bal Port Sr F CAD	60.61B	2.59	6.25	6.64
RBC Sel Bal Port Sr A CDA	60.61B	2.51	5.22	5.59
Fidelity Global Balanced Portf F5	219.71M	3.77	8.91	7.31
Fidelity Global Balanced Portf F8	47.09M	3.77	8.90	7.31

Top Holdings

Name	ISIN	Weight %	Last	Change %
Insights Investment Tr - O	-	10.71	-	-
Fidelity Multi-Sector Bond O	-	8.46	-	-
Fidelity Emerging Mkts Portfolio Sr O	-	7.19	-	-
Fidelity Canadian Disciplined Eq Sr O	-	7.04	-	-
Fidelity Global Innovators® Inv O	-	6.51	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	18.507	+0.130	+0.73%