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Fidelity Global Balanced Portfolio B (0P00008XL9)

Toronto

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16.762 +0.110 +0.65%

26/04 - Closed. Currency in CAD ( Disclaimer )

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Other

Morningstar Rating:
Total Assets: 14.95B

General
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Technical
- Technical Analysis
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0P00008XL9 Holdings

Comprehensive information about top holdings and Key Holding Information for the Fidelity Global Balanced Portfolio B (0P00008XL9) fund. Our Fidelity Global Balanced Portfolio B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	7.290	10.910	3.620
Stocks	46.100	50.760	4.660
Bonds	21.340	21.340	0.000
Convertible	1.150	1.150	0.000
Preferred	0.080	0.080	0.000
Other	24.050	24.050	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.937	16.867
Price to Book	2.367	2.641
Price to Sales	1.512	1.784
Price to Cash Flow	9.521	10.595
Dividend Yield	2.157	2.347
5 Years Earnings Growth	11.261	10.632

Sector Allocation

Name	Net %	Category Average
Technology	17.700	17.069
Financial Services	16.410	18.178
Industrials	14.990	12.623
Consumer Cyclical	11.530	9.470
Energy	8.700	6.695
Basic Materials	7.780	4.931
Healthcare	7.100	10.946
Communication Services	6.480	6.138
Consumer Defensive	4.380	7.468
Real Estate	3.080	4.415
Utilities	1.860	3.780

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Fidelity Insights Class A	-	9.62	-	-
Fidelity Canadian Disciplined Eq A	-	7.03	-	-
Fidelity International Growth Invest Tr	-	6.98	-	-
Fidelity Emerging Markets Sr A	-	6.87	-	-
Fidelity Multi-Sector Bd	-	6.85	-	-
Fidelity Global Bond Series O	-	6.33	-	-
Fidelity Emerg Tech Invt Tr	-	5.92	-	-
Fidelity Canadian Bond Sr A	-	5.82	-	-
Fidelity US All Cap Series A	-	4.76	-	-
Fidelity Glb Intrinsic Value Inv Tr Sr O	-	3.92	-	-

Top Other Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Global Balanced Portf F5	14.95B	8.21	5.68	7.16
Fidelity Global Balanced Portf F8	14.95B	8.21	5.67	7.16
Fidelity Global Balanced Portf F	14.95B	8.21	5.68	7.16
Fidelity Monthly Income Series F	6.99B	3.40	4.62	5.54
Fidelity Monthly Income Sr F5	6.99B	3.40	4.62	5.55

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Global B.	16.762	+0.110	+0.65%