Fidelity Global Balanced
Fidelity Charles Street Trust 82 Devonshire Street Boston MA 02109
Map
Phone: 800-544-9797
| Category: | World Allocation | | Fund Family: | Fidelity Investments | | Net Assets: | 445.98M | | Year-to-Date Return: | 22.87% | | Yield: | 1.84% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-93 |
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Ruben Calderon
Lead Manager since
31-Dec-06 | | | Calderon Fidelity Investments in 1995, he has worked as a research analyst and asset allocation strategist. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks income and capital growth consistent with reasonable risk. The fund invests in equity and debt securities, including lower-quality debt securities, issued anywhere in the world. When allocating investments among countries and regions, the advisor considers the size of the market in each country and region relative to the size of the world market as a whole. It invests at least 25% of total assets in fixed-income senior securities including debt securities and preferred stock. |
| Last Dividend
(4-Dec-09):
| 0.23 | | Last Cap Gain
(4-Dec-09):
| 0.08 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 100.80% |
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| Expense | FGBLX | Category
Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $695 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,177 |
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