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Fidelity Global Balanced Portfolio F5 (0P00008WLJ)

Toronto

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11.844 +0.030 +0.23%

22/11 - 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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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. (ISIN: )

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Rating

1-Year Change13.79%

Prev. Close11.817

Risk Rating

TTM Yield1.36%

ROE22.19%

IssuerFidelity Investments Canada ULC

Turnover35.65%

ROA9.68%

Inception DateApr 18, 2007

Total Assets16.87B

ExpensesN/A

Min. Investment5,000

Market Cap78.81B

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	1158	1021	1244	1191	1460	2070
Fund Return	15.77%	2.14%	24.38%	6%	7.86%	7.55%
Place in category	96	686	83	130	94	64
% in Category	7	46	7	11	8	9

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portfol B	16.87B	14.67	4.81	6.34
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 A CDA	58.41B	11.98	3.42	5.80
RBC Sel Bal Port Sr T5	58.41B	11.98	3.43	5.81
RBC Sel Bal Port Sr F CAD	58.41B	12.90	4.44	6.85
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

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	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	11.844	+0.030	+0.23%