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Fidelity Global Balanced Portfolio B (0P00008XL9)

Toronto

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18.072 +0.083 +0.46%

02/04 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 11.82B

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Other

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0P00008XL9 Overview

Find basic information about the Fidelity Global Balanced Portfolio B 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 0P00008XL9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.45%

Prev. Close17.989

Risk Rating

TTM Yield0.40%

ROE19.83%

IssuerFidelity Investments Canada ULC

Turnover21.13%

ROA8.36%

Inception DateApr 18, 2007

Total Assets11.82B

ExpensesN/A

Min. Investment500

Market Cap72.54B

CategoryGlobal Neutral Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1029	1024	1154	1266	1443	1764
Fund Return	2.9%	2.39%	15.37%	8.17%	7.61%	5.84%
Place in category	565	278	300	168	285	168
% in Category	33	16	20	14	25	26

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F5	217.36M	3.09	9.40	7.04
Fidelity Global Balanced Portf F8	46.89M	3.09	9.40	7.04
Fidelity Global Balanced Portf F	5.38B	3.09	9.41	7.05
Fidelity Monthly Income Series F	1.5B	3.95	6.74	5.80
Fidelity Monthly Income Sr F5	105.63M	3.95	6.74	5.80

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	59.3B	2.39	5.97	5.36
RBC Sel Bal Port Sr F CAD	59.3B	2.56	7.00	6.39
RBC Sel Bal Port Sr A CDA	59.3B	2.39	5.97	5.35
Fidelity Global Balanced Portf F5	217.36M	3.09	9.40	7.04
Fidelity Global Balanced Portf F8	46.89M	3.09	9.40	7.04

Top Holdings

Name	ISIN	Weight %	Last	Change %
Insights Investment Tr - O	-	11.42	-	-
Fidelity Multi-Sector Bond O	-	10.75	-	-
Fidelity Canadian Disciplined Eq Sr O	-	7.13	-	-
Fidelity Emerging Mkts Portfolio Sr O	-	6.16	-	-
Fidelity Global Innovators® Inv O	-	5.97	-	-

Technical Summary

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

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