Fidelity Global Balanced Portfolio B
Performance
Growth of 10,000
Returns
YTD
|
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
| |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment |
6.71
|
17.74
|
11.47
|
-11.05
|
6.90
|
11.00
|
12.75
|
-1.55
|
8.32
|
1.35
|
10.27
|
| Category |
4.78
|
13.63
|
9.79
|
-10.73
|
9.36
|
7.38
|
12.65
|
-3.04
|
7.13
|
4.73
|
5.37
|
| Index |
5.79
|
14.02
|
11.57
|
-10.37
|
8.27
|
9.64
|
13.65
|
-0.41
|
7.82
|
5.94
|
6.08
|
| Quartile Rank |
Quartile Rank is
first
|
Quartile Rank is
first
|
Quartile Rank is
first
|
Quartile Rank is
third
|
Quartile Rank is
fourth
|
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
fourth
|
Quartile Rank is
first
|
| Percentile Rank |
13
|
11
|
23
|
54
|
80
|
15
|
50
|
23
|
27
|
89
|
17
|
| # of Invest. in Cat. |
1,326
|
1,598
|
1,578
|
1,612
|
1,457
|
1,584
|
1,574
|
1,373
|
1,258
|
1,168
|
1,105
|
| Category Name |
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
CA136
Canada Fund Global Neutral Balanced
|
Price
Cost Illustration
Selected Option
Sustainability
ESG Risk Rating
2/5
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
No Designation
Carbon Risk Score
Strategy
Related Investments
Investment Name | Ticker | Inception | Net Assets | Front Load % | Deferred Load % | Expense Ratio % | Minimum Initial Purchase | 12b-1 Actual | Purchase Constraint | Shareclass Attributes |
|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Global Balanced Portfolio A
|
FID7842
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio A
|
FID2504
|
Apr 18, 2007
|
251.22 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio B
|
FID2204
|
Apr 18, 2007
|
12.56 Bil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio B
|
FID7539
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F
|
FID7538
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F
|
FID2604
|
Apr 18, 2007
|
5.92 Bil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F5
|
FID2624
|
Apr 18, 2007
|
231.05 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F5
|
FID7542
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F8
|
FID7543
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio F8
|
FID2614
|
Apr 18, 2007
|
47.54 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio S5
|
FID7540
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio S5
|
FID2224
|
Apr 18, 2007
|
113.86 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio S8
|
FID2214
|
Apr 18, 2007
|
67.37 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio S8
|
FID7541
|
Apr 18, 2007
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio T5
|
FID2524
|
Apr 18, 2007
|
2.32 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
Fidelity Global Balanced Portfolio T8
|
FID2514
|
Apr 18, 2007
|
2.02 Mil
|
—
|
—
|
—
|
5.00 k
|
—
|
—
|
—
|
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