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Fidelity Global Balanced Portfolio B (0P00008XL9)

Toronto

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18.269 -0.010 -0.05%

19/11 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 16.87B

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 Change18.01%

Prev. Close18.278

Risk Rating

TTM Yield0.34%

ROE22.19%

IssuerFidelity Investments Canada ULC

Turnover35.65%

ROA9.68%

Inception DateApr 18, 2007

Total Assets16.87B

ExpensesN/A

Min. Investment500

Market Cap78.81B

CategoryGlobal Neutral Balanced

What is your sentiment on Fidelity Global Balanced Portfolio B?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1147	1018	1230	1151	1380	1849
Fund Return	14.67%	1.85%	22.99%	4.81%	6.65%	6.34%
Place in category	157	950	203	297	251	159
% in Category	11	62	17	25	23	25

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F5	16.87B	15.77	6.00	7.55
Fidelity Global Balanced Portf F8	16.87B	15.76	5.99	7.54
Fidelity Global Balanced Portf F	16.87B	15.77	6.01	7.55
Fidelity Monthly Income Series F	6.94B	11.47	5.28	5.94
Fidelity Monthly Income Sr F5	6.94B	11.47	5.28	5.94

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	58.11B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.11B	12.90	4.44	6.85
RBC Sel Bal Port Sr A CDA	58.11B	11.98	3.42	5.80
Fidelity Global Balanced Portf F5	16.87B	15.77	6.00	7.55
Fidelity Global Balanced Portf F8	16.87B	15.76	5.99	7.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Insights Investment Tr - O	-	12.34	-	-
Emerging Markets - O	-	7.31	-	-
Fidelity Canadian Disciplined Eq Sr O	-	7.09	-	-
Fidelity Global Innovators® Inv O	-	6.85	-	-
Fidelity Multi-Sector Bond O	-	6.27	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	18.269	-0.010	-0.05%