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Fidelity Balanced Portfolio

FDBLPTS8:CN
7.57
CAD
0.05
0.66%
As of 10/20/2017
Fund Type
Fund of Funds
52Wk Range
7.17 - 7.70
1 Yr Return
2.85%
YTD Return
4.24%
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Previous Close
7.52
52Wk Range
7.17 - 7.70
1 Yr Return
3.42%
YTD Return
4.24%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Canada
NAV (on 10/20/2017)
7.5728
Total Assets (b CAD) (on 03/31/2017)
1.559
Inception Date
04/18/2007
Last Dividend (on 09/29/2017)
0.0567
Dividend Indicated Gross Yield
0.81%
Fund Managers
DAVID D WOLF / GEOFFREY D STEIN "GEOFF"
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
-
Current Mgmt Fee
1.80%
Expense Ratio
2.22%
Profile
Fidelity Balanced Portfolio is an open-end fund incorporated in Canada. The Portfolio aims to achieve high total investment return. The Portfolio uses a balanced approach. It invests in underlying Fidelity Funds that invest primarily in a mix of Canadian and foreign equity securities and fixed-income securities.
Address
Fidelity Investments Canada Ltd
483 Bay Street, Suite 200
Toronto, Ontario M5G 2N7
Canada
Phone
1-416-307-5200