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Fidelity Monthly Income Series F8 (0P0000YRHH)

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8.653 +0.030    +0.29%
26/04 - Closed. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 6.99B
Fidelity Monthly Income Sr F8 8.653 +0.030 +0.29%

Fidelity Monthly Income Series F8 Overview

 
Find basic information about the Fidelity Monthly Income Series F8 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 0P0000YRHH MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change - 7.25%
Prev. Close8.628
Risk Rating
TTM Yield2.82%
ROE16.08%
IssuerFidelity Investments Canada ULC
Turnover8.02%
ROA5.23%
Inception DateApr 17, 2013
Total Assets6.99B
ExpensesN/A
Min. Investment5,000
Market Cap48.61B
CategoryCanadian Neutral Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1034 1034 1081 1145 1340 1717
Fund Return 3.4% 3.4% 8.11% 4.63% 6.02% 5.55%
Place in category 315 315 288 118 77 57
% in Category 73 73 72 32 22 23

Top Other Funds by Fidelity Investments Canada ULC

  Name Rating 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 Global Balanced Portfol B 14.95B 7.91 4.50 5.96
  Fidelity Monthly Income Series F 6.99B 3.40 4.62 5.54

Top Funds for Canadian Neutral Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Manulife Mon High incm Fd Sr FT6 8.72B 5.66 5.70 6.77
  Manulife Mon High incm Fd Sr B 8.72B 5.35 4.44 5.50
  Manulife Mon High incm Fd Sr T6 8.72B 5.34 4.40 5.46
  Manulife Mon High incm Fd Sr F 8.72B 5.67 5.72 6.79
  Manulife Mon High incm Fd Sr Adv 8.72B 5.37 4.53 5.71

Top Holdings

Name ISIN Weight % Last Change %
iShares Gold Trust - 2.08 - -
United States Treasury Notes 3.625% - 1.98 - -
  Alimentation Couche Tard CA01626P1484 1.38 77.75 +0.48%
  Rogers Communications CA7751092007 1.22 37.95 -0.24%
United States Treasury Bonds 3.625% - 1.18 - -

Technical Summary

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