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Fidelity Global Balanced (FGBLX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Global Balanced (FGBLX) Fund

    Last Trade: $24.79 on 10/30/2014, Change: +0.06 (0.24%)

 

Graph of Fidelity Global Balanced Fund (FGBLX) ManagerFund Manager - Ruben Calderon

Fund Manager Information

Fund Manager Tenure: 7.8 years
Fund Family: Fidelity Investments
Fund Category: World Allocation
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of Fidelity Global Balanced Fund (FGBLX) ProfileFidelity Global Balanced Fund (FGBLX) Profile

Fund Profile and Description

Fidelity Global Balanced Fund seeks income and capital growth consistent with reasonable risk. Fidelity Global Balanced Fund invests in equity and debt securities, including lower-quality debt securities, issued anywhere in the world. When allocating investments among countries and regions, the advisor considers the size of the market in each country and region relative to the size of the world market as a whole. It invests at least 25% of total assets in fixed-income senior securities including debt securities and preferred stock.

 

Fidelity Global Balanced (FGBLX) Fund Strength What we like about Fidelity Global Balanced (FGBLX) Fund

Data for Fidelity Global Balanced Fund (FGBLX) as of Sep 29, 2014

  • Fidelity Global Balanced Fund (FGBLX) management has been with Fidelity Global Balanced Fund for 7.8 years
  • Fidelity Global Balanced Fund (FGBLX) ratio of up-years vs down years is greater than 2
  • Fidelity Global Balanced Fund (FGBLX) has a Morningstar rating of 4 and above
  • Fidelity Global Balanced Fund (FGBLX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.08, lower than category average of 10
  • Fidelity Global Balanced Fund (FGBLX) has a lower expense ratio than its World Allocation average: 1.00% vs 1.11%
  • Fidelity Global Balanced Fund (FGBLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Global Balanced Fund (FGBLX) Weakness What we are cautious about Fidelity Global Balanced (FGBLX) Fund

Data for Fidelity Global Balanced Fund (FGBLX) as of Sep 29, 2014

  • Fidelity Global Balanced Fund (FGBLX) has a less-than-ideal short-term performance (1-year return 4.73% vs 7.22% World Allocation category median performance)
  • Fidelity Global Balanced Fund (FGBLX) has a less-than-ideal mid-term performance (3-year return 10.37% vs 11.08% World Allocation category median performance)
  • Fidelity Global Balanced Fund (FGBLX) has a less-than-ideal Long-term performance (5-year return 7.75% vs 7.96% World Allocation category median performance)
  • Fidelity Global Balanced Fund (FGBLX) has an annual stock turnover rate of 181.00% that is higher than the World Allocation average of 50.50%. This could mean Fidelity Global Balanced is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Fidelity Global Balanced Fund (FGBLX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Fidelity Global Balanced Fund (FGBLX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Fidelity Global Balanced Fund (FGBLX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Global Balanced0.164.7310.377.75
American Funds Capital Inc Bldr R6 (RIRGX)5.4710.9313.259.73Compare
DFA Global Allocation 60/40 R2 (DFPRX)2.637.6012.448.73Compare
American Funds Capital Inc Bldr 529A (CIRAX)5.1510.5012.809.31Compare

See top fund managers for World Allocation Category Funds

 

Compare Fidelity Global Balanced Fund (FGBLX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)-0.27%0.50%1.14%

 

Graph of Fidelity Global Balanced Fund (FGBLX) Net Asset TrackingFidelity Global Balanced (FGBLX) Fund Net Asset

Track net asset change of Fidelity Global Balanced fund (FGBLX)

DateNet Asset
09/2014$670.73M
08/2014$703.12M
07/2014$703.64M
More historic net asset information on Fidelity Global Balanced Fund (FGBLX)

  

Graph of Fidelity Global Balanced Fund (FGBLX) Portfolio TrackingFidelity Global Balanced (FGBLX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Global Balanced fund (FGBLX)

DateCashStockBondOther
08/20148.56%57.88%33.39%0%
07/201410.07%56.93%32.8%0%
06/20149.91%57.78%32.09%0%
Click here to see more historic asset allocation information on Fidelity Global Balanced Fund (FGBLX)

 

graph of Fidelity Global Balanced Fund (FGBLX) Top 10 Position TrackingTop 10 Holdings in Fidelity Global Balanced (FGBLX) Fund

Discover what Fidelity Global Balanced Fund (FGBLX) manager is buying

Aug 30, 2014
Japan(Govt Of) 0.1% [2.3%]
McGraw Hill Financial, Inc. Com [1.63%]
Ameriprise Financial, Inc. Comm [1.61%]
Google Inc. [1.57%]
Japan(Govt Of) 1.7% [1.5%]
Adobe Systems Incorporated [1.48%]
Japan(Govt Of) 2% [1.47%]
US Treasury Note 1.75% [1.44%]
Cummins Inc. Common Stock [1.39%]
Spain(Kingdom Of) 3.8% [1.29%]

Jul 30, 2014
Japan(Govt Of) 0.1% [2.33%]
McGraw Hill Financial, Inc. Com [1.61%]
Google Inc. [1.56%]
Ameriprise Financial, Inc. Comm [1.53%]
Japan(Govt Of) 1.7% [1.51%]
Japan(Govt Of) 2% [1.47%]
US Treasury Note 1.75% [1.47%]
Adobe Systems Incorporated [1.43%]
Cummins Inc. Common Stock [1.34%]
Spain(Kingdom Of) 3.8% [1.27%]

Jun 29, 2014
Japan(Govt Of) 0.1% [2.31%]
US Treasury Note 1.75% [1.73%]
Ameriprise Financial, Inc. Comm [1.51%]
Japan(Govt Of) 1.7% [1.49%]
Japan(Govt Of) 2% [1.46%]
Adobe Systems Incorporated [1.46%]
McGraw Hill Financial, Inc. Com [1.42%]
Google Inc. [1.41%]
Cummins Inc. Common Stock [1.4%]
Spain(Kingdom Of) 3.8% [1.25%]
Click here for Stock Holding Change Map in Fidelity Global Balanced Fund (FGBLX)

  

Latest News on Fidelity Global Balanced (FGBLX) Fund

See what is happening with Fidelity Global Balanced Fund (FGBLX)

 

Fidelity Global Balanced Fund (FGBLX) Related ResourcesSee more information on Fidelity Global Balanced (FGBLX) Fund

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