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Fidelity Income Allocation Series F (0P000075Y3)

Toronto

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15.750 -0.080 -0.49%

12/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Bond

Morningstar Rating:
Total Assets: 2.08B

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0P000075Y3 Overview

Find basic information about the Fidelity Income Allocation Series F mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000075Y3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.74%

Prev. Close15.827

Risk Rating

TTM Yield3.16%

ROE12.44%

IssuerFidelity Investments Canada ULC

Turnover54.37%

ROA3.98%

Inception DateMay 25, 2005

Total Assets2.08B

ExpensesN/A

Min. Investment500

Market Cap35.39B

CategoryCanadian Fixed Income Balanced

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Fidelity Income Allocation Series F Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1095	1026	1162	1121	1239	1571
Fund Return	9.49%	2.64%	16.24%	3.87%	4.38%	4.62%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Bond Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Income Portfolio S5	4.75B	10.97	3.50	4.55
Fidelity Global Income Portfolio A	4.75B	10.74	3.26	4.33
Fidelity Global Income Portfolio T5	4.75B	10.73	3.25	4.32
Fidelity Global Income Portfolio F8	4.75B	12.05	4.69	5.77
Fidelity Global Income Portfolio F	4.75B	12.05	4.70	5.78

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F CAD	13.11B	6.61	1.69	3.96
Compass Conserv Balanced Portf F1	6.19B	8.86	3.55	5.87
Compass Conservative Balanced Portf	6.19B	7.99	2.58	4.88
TD Mgd Income Portfolio P	4.76B	7.10	0.65	3.09
TD Mgd Income Portfolio I	4.76B	6.93	0.40	2.81

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Gold	US4642852044	3.45	49.08	-0.87%
iShares 20+ Year Treasury Bond	US4642874329	2.40	90.66	-1.50%
ishares S&P 500	US4642872000	2.28	599.75	-0.31%
BCE Inc	CA05534B7604	1.46	38.60	-0.49%
Rogers Communications	CA7751092007	1.38	35.79	-0.14%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Income A.	15.750	-0.080	-0.49%