Toronto - Delayed Quote CAD
Fidelity U.S. Monthly Income Currency Neutral Fund E5 (0P0001ADJD.TO)
9.78
-0.30
(-2.96%)
At close: December 1 at 3:00:00 PM EST
Investment Information
- Min Initial Investment
- 10,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 25
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve a combination of a steady flow of income and the potential for capital gains by investing primarily in a mix of U.S. income-producing securities.
Fund Overview
| Category | Global Neutral Balanced |
| Fund Family | Fidelity Investments Canada ULC |
| Net Assets | 93.39M |
| YTD Return | 8.46% |
| Yield | 0.80% |
| Morningstar Rating | |
| Inception Date | Apr 21, 2017 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.35 |
| Morningstar Risk Rating |
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