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Fidelity Global Balanced Portfolio F5 (0P00008WLJ)

Toronto

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11.931 +0.060 +0.48%

20/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 17.56B

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 Change12.21%

Prev. Close11.873

Risk Rating

TTM Yield1.32%

ROE19.72%

IssuerFidelity Investments Canada ULC

Turnover35.65%

ROA8.36%

Inception DateApr 18, 2007

Total Assets17.56B

ExpensesN/A

Min. Investment5,000

Market Cap67.81B

CategoryGlobal Neutral Balanced

What is your sentiment on Fidelity Global Balanced Portfolio F5?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1196	1061	1225	1224	1474	2095
Fund Return	19.57%	6.06%	22.54%	6.97%	8.07%	7.67%
Place in category	117	218	103	130	91	63
% in Category	9	14	8	11	8	8

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F8	17.56B	19.56	6.96	7.67
Fidelity Global Balanced Portf F	17.56B	19.57	6.98	7.68
Fidelity Global Balanced Portfol B	17.56B	18.33	5.77	6.47
Fidelity Monthly Income Series F	7.04B	14.21	6.36	6.00
Fidelity Monthly Income Sr F5	7.04B	14.21	6.36	6.00

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.46B	15.29	4.31	5.91
RBC Sel Bal Port Sr F CAD	58.46B	16.33	5.33	6.96
RBC Sel Bal Port Sr A CDA	58.46B	15.29	4.31	5.91
Fidelity Global Balanced Portf F8	17.56B	19.56	6.96	7.67
Fidelity Global Balanced Portf F	17.56B	19.57	6.98	7.68

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	11.931	+0.060	+0.48%