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FGBLX Fidelity® Global Balanced

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Fund FGBLX Fidelity® Global Balanced
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Similarity
?
100%
Annual Fees
?
$106.31
(1.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$25,431.27
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 2.64%
3 YR 1.45%
5 YR 5.27%
10 YR 4.84%
Description
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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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