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Fidelity Global Balanced Portfolio F (0P00008WLI)

Toronto

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18.134 -0.040 -0.19%

04/11 - Delayed Data. Currency in CAD

Morningstar Rating:
Total Assets: 4.77B

Type: Fund

Market: Canada

Asset Class: Other

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0P00008WLI Overview

Find basic information about the Fidelity Global Balanced Portfolio F 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 0P00008WLI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change20.28%

Prev. Close18.169

Risk Rating

TTM Yield1.34%

ROE22.19%

IssuerN/A

Turnover35.65%

ROA9.68%

Inception DateApr 18, 2007

Total Assets4.77B

ExpensesN/A

Min. Investment500

Market Cap78.81B

CategoryGlobal Neutral Balanced

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Fidelity Global Balanced Portfolio F Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1153	1045	1237	1205	1466	2091
Fund Return	15.29%	4.47%	23.69%	6.42%	7.95%	7.66%
Place in category	72	1216	79	124	88	64
% in Category	6	80	6	11	7	9

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F5	201.21M	15.28	6.42	7.65
Fidelity Global Balanced Portf F8	41.84M	15.28	6.41	7.65
Fidelity Global Balanced Portfol B	11.13B	14.31	5.22	6.44
Fidelity Monthly Income Series F	1.47B	11.87	5.78	6.05
Fidelity Monthly Income Sr F5	106.36M	11.87	5.78	6.06

Top Funds for Global Neutral Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Bal Port Sr T5	57.4B	12.44	4.14	5.95
RBC Sel Bal Port Sr F CAD	57.4B	13.26	5.15	6.99
RBC Sel Bal Port Sr A CDA	57.4B	12.43	4.13	5.94
Fidelity Global Balanced Portf F5	201.21M	15.28	6.42	7.65
Fidelity Global Balanced Portf F8	41.84M	15.28	6.41	7.65

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	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.	18.134	-0.040	-0.19%