Fidelity Global Balanced (FGBLX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Japan(Govt Of) 0.1%||2.34||7.93|
|Japan(Govt Of) 1.7%||1.50||21.93|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.00%|
Performance & Risk
|5y Avg Return:||11.53%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||14.48%|
|Morningstar Risk Rating:||3|
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 throughout the world. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund allocates investments across different countries and regions. It analyzes an issuer using fundamental factors (e.g., financial condition, earnings outlook, and strategy) and evaluating each security's current price relative to estimated long-term value to select investments. The fund invests in Fidelity's central funds. View More