Toronto - Delayed Quote CAD

Fidelity Global Equity+ Balanced O (0P0001SY81.TO)

11.02 -0.02 (-0.20%)
At close: December 12 at 3:00:00 PM EST
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DELL
  • Previous Close 11.04
  • YTD Return --
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 170.91M
  • Beta (5Y Monthly) --
  • Yield --
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date May 16, 2024

Fidelity Investments Canada Ltd

Fund Family

--

Fund Category

170.91M

Net Assets

2024-05-16

Inception Date

Performance Overview: 0P0001SY81.TO

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Trailing returns as of 12/12/2024.

YTD Return

0P0001SY81.TO
0.00%
Category
0.00%
 

1-Year Return

0P0001SY81.TO
0.00%
Category
0.00%
 

3-Year Return

0P0001SY81.TO
0.00%
Category
0.00%
 

5-Year Return

0P0001SY81.TO
0.00%
Category
0.00%
 

Holdings: 0P0001SY81.TO

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Top 4 Holdings (5.96% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 1.92%
NVDA
NVIDIA Corporation 1.82%
ATD.TO
Alimentation Couche-Tard Inc. 1.13%
META
Meta Platforms, Inc. 1.08%

Sector Weightings

Sector0P0001SY81.TO
Technology   21.39%
Industrials   11.05%
Healthcare   6.54%
Energy   4.19%
Utilities   3.38%
Real Estate   0.03%

Recent News: 0P0001SY81.TO

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Research Reports: 0P0001SY81.TO

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