4 / 5 Stars
3 3 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.52 percent over the past year, 7.80 percent over the past three years, 15.41 percent over the past five years, and 8.02 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||8.0%|
The investment seeks income and capital growth consistent with reasonable risk. The fund invests in equity and debt securities, including lower-quality debt securities, issued throughout the world. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock). The fund allocates investments across different countries and regions. It analyzes an issuer using fundamental factors (e.g., financial condition, earnings outlook, and strategy) and evaluating each security's current price relative to estimated long-term value to select investments. The fund invests in Fidelity's central funds.
Fees are Low compared to funds in the same category.
Fidelity® Global Balanced Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.