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Fidelity® Global Balanced Fund (FGBLX)

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Fidelity Global Balanced historical data, for real-time data please try another search
21.40 -4.05    -15.91%
27/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 383.55M
Fidelity Global Balanced 21.40 -4.05 -15.91%

FGBLX Overview

 
Find basic information about the Fidelity® Global Balanced Fund 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 FGBLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close25.45
Risk Rating
TTM Yield0.30%
ROE21.79%
IssuerN/A
Turnover165%
ROA7.30%
Inception Date34001
Total Assets383.55M
Expenses1%
Min. Investment2,500
Market Cap33.76B
CategoryWorld Allocation
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Fidelity® Global Balanced Fund Analysis


Performance

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Condition

Frequency

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1021 1021 1168 1203 1360 1688
Fund Return 2.11% 2.11% 16.79% 6.35% 6.34% 5.37%
Place in category 2 2 5 29 62 43
% in Category 1 1 1 11 18 35

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity 500 Index Institutional Pr 593.97B -4.92 12.17 12.31
  Fidelity Contrafund 133.44B -3.29 18.13 14.54
  Fidelity Total Market Index Instl b 99.37B -5.52 11.34 11.61
  Fidelity International Index Inst 58.83B 12.35 10.69 5.65
  Fidelity Blue Chip Growth 54.71B -12.53 16.00 16.01

Top Funds for World Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wells Fargo Absolute Return Inst 232.78M 1.53 5.09 3.17
  MFS Global Total Return R6 215.57M 8.61 3.52 5.38
  VALIC Company I Global Strategy 226.15M 14.36 3.98 3.34
  Wells Fargo Absolute Return A 193.52M 3.27 6.14 2.67
  Transamerica BlackRock Global Alloc 191.22M 2.29 2.03 5.54

Top Holdings

Name ISIN Weight % Last Change %
Japan (Government Of) 0.9% JP1103231C62 5.98 - -
US Treasury Note 2.75% - 3.60 - -
Germany (Federal Republic Of) 0% DE0001104677 3.53 - -
iShares Core S&P 500 ETF - 3.47 - -
United States Treasury Notes 1.25% - 2.65 - -

Technical Summary

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