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 Dow Down 0.72% Nasdaq Down 0.50%

SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

13.06 Up 0.01(0.08%) Jul 23
Prev Close:13.05
YTD Return*:4.17%
Net Assets*:2.90M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for SWESSFIDELIT.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
Fidelity Global Asset Allocation Sr A99.84N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.9M
Category:Global Equity Balanced
Annual Report Expense Ratio (net):2.82%

Performance & Risk

YTD Return:4.17%
5y Avg Return:N/A
Rank in Category (ytd):78
% Rank in Category (ytd):10.29%
Beta (3y):0.52
Morningstar Risk Rating:1

Fund Summary

The investment objective of Fund is to achieve high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments of issuers from around the world. Total investment return is the combination of income and changes in value. View More
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