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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1026 | 1102 | 1085 | 1218 | 1683 |
Fund Return | 5.87% | 2.57% | 10.2% | 2.76% | 4.01% | 5.34% |
Place in category | 457 | 560 | 1027 | 653 | 840 | 243 |
% in Category | 29 | 35 | 69 | 53 | 72 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portfol B | 10.4B | 8.94 | 4.51 | 6.07 | ||
Fidelity Global Balanced Portf F5 | 202.1M | 9.46 | 5.70 | 7.27 | ||
Fidelity Global Balanced Portf F8 | 39.56M | 9.46 | 5.69 | 7.27 | ||
Fidelity Global Balanced Portf F | 4.3B | 9.47 | 5.70 | 7.28 | ||
Fidelity Monthly Income Series F | 1.41B | 4.30 | 4.07 | 5.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 54.11B | 5.89 | 2.88 | 5.56 | ||
RBC Sel Bal Port Sr F CAD | 54.11B | 6.32 | 3.89 | 6.60 | ||
RBC Sel Bal Port Sr A CDA | 54.11B | 5.89 | 2.88 | 5.56 | ||
Fidelity Global Balanced Portfol B | 10.4B | 8.94 | 4.51 | 6.07 | ||
Fidelity Global Balanced Portf F5 | 202.1M | 9.46 | 5.70 | 7.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.18 | - | - | |
Apple Inc | - | 1.88 | - | - | |
United States Treasury Notes 4.625% | - | 1.56 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 1.42 | - | - | |
iShares Gold Trust | - | 1.19 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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