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Fidelity Bal Income Private Pool Cl S5 (0P0000W237)

Toronto

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9.648 +0.030 +0.36%

04/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 133.31M

Type: Fund

Market: Canada

Asset Class: Bond

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0P0000W237 Overview

Find basic information about the Fidelity Bal Income Private Pool Cl S5 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 0P0000W237 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change6.19%

Prev. Close9.613

Risk Rating

TTM Yield0.45%

ROE19.34%

IssuerN/A

Turnover13.63%

ROA7.73%

Inception DateNov 26, 2008

Total Assets133.31M

ExpensesN/A

Min. Investment150,000

Market Cap45.23B

CategoryCanadian Fixed Income Balanced

What is your sentiment on Fidelity Bal Income Private Pool Cl S5?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1098	1043	1163	1103	1229	1506
Fund Return	9.79%	4.29%	16.34%	3.31%	4.21%	4.18%
Place in category	32	320	109	76	51	41
% in Category	9	91	32	24	19	19

Top Bond Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Bal Income Priv Pool F5	409.22M	10.72	4.47	5.35
Fidelity Bal Incm Prv Pool Cl S8	42.89M	9.79	3.31	4.18
Fidelity Bal Incm Prv Pool Cl B	814.01M	9.78	3.30	4.17
Fidelity Bal Income Priv Pool F8	100.87M	10.72	4.47	5.35
Fidelity Bal Income Priv Pool F	1.99B	10.71	4.46	5.35

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F	12.96B	7.51	2.17	4.10
Fidelity Bal Incm Prv Pool Cl S8	42.89M	9.79	3.31	4.18
Fidelity Bal Incm Prv Pool Cl B	814.01M	9.78	3.30	4.17
Fidelity Bal Income Priv Pool F8	100.87M	10.72	4.47	5.35
Fidelity Bal Income Priv Pool F	1.99B	10.71	4.46	5.35

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Core S&P 500 ETF	-	2.16	-	-
iShares Gold Trust	-	2.02	-	-
iShares 20+ Year Treasury Bond	US4642874329	1.90	92.25	+1.55%
United States Treasury Notes 4.625%	-	0.98	-	-
Canadian Natural	CA1363851017	0.92	47.63	+0.74%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Bal Inco.	9.648	+0.030	+0.36%
	Amundi Funds - Vo.	101.890	+0.940	+0.93%