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ivari Fidelity Canadian Balanced 5FL GIF (0P0000IL1M.TO)

Toronto - Toronto Delayed Price. Currency in CAD
24.370.00 (0.00%)
At close: 03:00PM EST

ivari Fidelity Canadian Balanced 5FL GIF


500–5000 Yonge Street

Toronto, Ontario M2N 7J8

Management Information
Management Team,Lead Manager since November 16, 2008
Team Managed
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryCanadian Neutral Balanced
Fund Familyivari
Net Assets61.31M
YTD Return-10.63%
Morningstar Rating★★★★
Inception DateNov 16, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover6.69%
Average for CategoryN/A

Fees & Expenses

Expense0P0000IL1M.TOCategory Average
Annual Report Expense Ratio (net)3.14%1.68%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A