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Fidelity Canadian Balanced Class T8 (0P0000FWZ2.TO)

6.19 -0.02 (-0.37%)
As of August 28 at 4:00 PM EDT. Market Open.
Loading Chart for 0P0000FWZ2.TO
DELL
  • Previous Close 6.21
  • YTD Return 6.92%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.04B
  • Beta (5Y Monthly) 0.95
  • Yield 1.34%
  • 5y Average Return --
  • Holdings Turnover 5.02%
  • Last Dividend 0.09
  • Inception Date Sep 26, 2001

Fidelity Investments Canada ULC

Fund Family

--

Fund Category

1.04B

Net Assets

2001-09-26

Inception Date

Performance Overview: 0P0000FWZ2.TO

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Trailing returns as of 8/28/2024.

YTD Return

0P0000FWZ2.TO
6.92%
Category
0.00%
 

1-Year Return

0P0000FWZ2.TO
11.40%
Category
0.00%
 

3-Year Return

0P0000FWZ2.TO
2.69%
Category
0.00%
 

5-Year Return

0P0000FWZ2.TO
5.00%
Category
0.00%
 

Holdings: 0P0000FWZ2.TO

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Top 10 Holdings (23.56% of Total Assets)

SymbolCompany% Assets
CSU.TO
Constellation Software Inc. 3.88%
CNQ.TO
Canadian Natural Resources Limited 3.65%
CNR.TO
Canadian National Railway Company 2.91%
SHOP.TO
Shopify Inc. 2.45%
WSP.TO
WSP Global Inc. 1.84%
WCN
Waste Connections, Inc. 1.84%
BAM.TO
Brookfield Asset Management Ltd. 1.82%
DOL.TO
Dollarama Inc. 1.79%
QSR.TO
Restaurant Brands International Inc. 1.72%
MSFT
Microsoft Corporation 1.67%

Sector Weightings

Sector0P0000FWZ2.TO
Industrials   25.91%
Technology   17.90%
Energy   10.09%
Real Estate   1.41%
Utilities   0.13%
Healthcare   0.00%

Recent News: 0P0000FWZ2.TO

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Research Reports: 0P0000FWZ2.TO

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