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Fidelity Balanced Private Pool Series F (0P0000W1DM)

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16.626 +0.100    +0.62%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 5.18B
Fidelity Balanced Private Pool Series F 16.626 +0.100 +0.62%

0P0000W1DM Overview

 
Find basic information about the Fidelity Balanced Private Pool Series 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 0P0000W1DM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.24%
Prev. Close16.523
Risk Rating
TTM Yield0.65%
ROE18.75%
IssuerN/A
Turnover11.89%
ROA7.18%
Inception DateOct 05, 2009
Total Assets5.18B
ExpensesN/A
Min. Investment150,000
Market Cap44.26B
CategoryGlobal Neutral Balanced
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Fidelity Balanced Private Pool Series F Analysis


Performance

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Condition

Frequency

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%

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1177 1062 1205 1226 1447 1955
Fund Return 17.71% 6.16% 20.47% 7.02% 7.67% 6.93%
Place in category 203 199 252 123 136 116
% in Category 14 13 18 11 12 18

Top Other Funds by Fidelity Investments Canada ULC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Bal Cl Port Sr F5 5.5B 19.59 6.91 7.65
  Fidelity Global Bal Cl Port Sr F8 5.5B 19.59 6.91 7.66
  Fidelity Global Balanced Cl F 5.5B 19.58 6.90 7.65
  Fidelity Balanced Prv Pool F5 5.18B 17.72 7.02 6.94
  Fidelity Balanced Prv Pool F8 5.18B 17.71 7.02 6.94

Top Funds for Global Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Bal Port Sr F 58.68B 16.33 5.33 6.96
  RBC Sel Bal Port Sr A 58.68B 15.29 4.31 5.91
  CI Signature Glbl Incm Grwth F 9.69B 16.41 4.79 7.61
  CI Signature Glbl Incm Grwth A 9.69B 15.24 3.63 6.40
  Fidelity Global Bal Cl Port Sr F5 5.5B 19.59 6.91 7.65

Top Holdings

Name ISIN Weight % Last Change %
Brookfield Canadian Private Re - 5.41 - -
  ishares S&P 500 US4642872000 2.02 593.33 +1.11%
iShares Gold Trust - 2.01 - -
  RBC CA7800871021 1.92 120.72 +0.84%
iShares 20+ Year Treasury Bond ETF - 1.88 - -

Technical Summary

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