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Fidelity Global Balanced (FGBLX)

25.67 Up 0.01(0.04%) Jul 11
Prev Close:25.66
YTD Return*:4.41%
Net Assets*:717.95M
Yield*:0.58%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for FGBLX

Top Holdings

Symbol% AssetsYTD Return %
Japan(Govt Of) 0.1%2.347.93
MHFI1.5410.38
Japan(Govt Of) 1.7%1.5021.93
CMI1.506.59
AMP1.49N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:717.95M
Category:World Allocation
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:4.41%
5y Avg Return:11.53%
Rank in Category (ytd):75
% Rank in Category (ytd):14.48%
Beta (3y):1.07
Morningstar Risk Rating:3

Fund Summary

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
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