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Fidelity Global Balanced Portfolio F5 (0P00008WLJ)

Toronto

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11.630 +0.110 +0.93%

17/01 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 17.59B

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Other

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0P00008WLJ Overview

Find basic information about the Fidelity Global Balanced Portfolio F5 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 0P00008WLJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change11.03%

Prev. Close11.523

Risk Rating

TTM Yield0.44%

ROE19.72%

IssuerFidelity Investments Canada ULC

Turnover35.65%

ROA8.36%

Inception DateApr 18, 2007

Total Assets17.59B

ExpensesN/A

Min. Investment5,000

Market Cap67.81B

CategoryGlobal Neutral Balanced

What is your sentiment on Fidelity Global Balanced Portfolio F5?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1191	1033	1191	1208	1466	2083
Fund Return	19.09%	3.3%	19.09%	6.49%	7.95%	7.62%
Place in category	106	174	106	83	89	55
% in Category	7	11	7	6	8	7

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F8	17.59B	19.08	6.48	7.61
Fidelity Global Balanced Portf F	17.59B	19.09	6.50	7.62
Fidelity Global Balanced Portfol B	17.59B	17.74	5.30	6.41
Fidelity Monthly Income Series F	6.85B	12.43	4.77	5.81
Fidelity Monthly Income Sr F5	6.85B	12.43	4.77	5.81

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	59.36B	13.96	3.19	5.80
RBC Sel Bal Port Sr F CAD	59.36B	15.08	4.20	6.84
RBC Sel Bal Port Sr A CDA	59.36B	13.95	3.19	5.80
Fidelity Global Balanced Portfol B	17.59B	17.74	5.30	6.41
Fidelity Global Balanced Portf F8	17.59B	19.08	6.48	7.61

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	Buy	Buy	Strong Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	11.630	+0.110	+0.93%