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Fidelity® Global Balanced Fund

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1 Yr 3 Yrs 5 Yrs 10 Yrs Life
Fidelity® Global Balanced Fund 7.41% 0.79% 4.94% 4.38% 7.33%
MSCI World (Net MA) 17.65% 6.41% 10.33% 4.38% 7.59%
FID Global Bal Comp Idx 10.96% 3.58% 5.80% 4.26% 6.72%
World Allocation 11.22% 2.49% 4.92% 3.75% --
Rank in Morningstar Category 89% 85% 60% 30% --
# of Funds in Morningstar Category 475 396 323 152 --
2007
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
This Fund 13.77% -23.27% 22.52% 12.51% -2.49% 12.01% 15.51% -0.46% -0.83% 0.88% 2.26%
Benchmark 9.42% -40.44% 30.55% 12.16% -5.19% 16.34% 27.18% 5.36% -0.44% 8.01% 2.43%
Benchmark-2 10.21% -22.77% 19.03% 9.74% -0.41% 10.44% 13.81% 3.05% -1.46% 5.62% 1.87%
Category 11.39% -28.98% 24.37% 10.58% -3.99% 10.74% 10.07% 1.54% -4.15% 6.04% 1.71%
+/- Benchmark 4.35% 17.17% -8.03% 0.35% 2.70% -4.33% -11.67% -5.82% -0.39% -7.13% -0.17%
+/- Benchmark-2 3.56% -0.50% 3.49% 2.77% -2.08% 1.57% 1.70% -3.51% 0.63% -4.74% 0.39%
+/- Category 2.38% 5.71% -1.85% 1.93% 1.50% 1.27% 5.44% -2.00% 3.32% -5.16% 0.55%
YTD (Daily)* YTD (Monthly) 1 Month 3 Months 6 Months
Fidelity® Global Balanced Fund 2.81% 2.26% 2.26% -0.06% -2.84%
MSCI World (Net MA) -- 2.43% 2.43% 6.48% 5.17%
FID Global Bal Comp Idx -- 1.87% 1.87% 2.08% -0.17%
World Allocation -- 1.71% 1.71% 2.67% 1.78%

*AS OF 2/8/2017

Risk

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income investments entail interest rate risk (as interest rates rise bond prices usually fall), the risk of issuer default, issuer credit risk and inflation risk. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. Lower-quality bonds can be more volatile and have greater risk of default than higher-quality bonds.

Beta0.63

AS OF 1/31/2017

A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). The benchmark index has a beta of 1.0. A beta of more (less) than 1.0 indicates that a fund's historical returns have fluctuated more (less) than the benchmark index. Beta is a more reliable measure of volatility when used in combination with a high R2 which indicates a high correlation between the movements in a fund's returns and movements in a benchmark index.

R20.79

AS OF 1/31/2017

A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. R2 is a proportion which ranges between 0.00 and 1.00. An R2 of 1.00 indicates perfect correlation to the benchmark index, that is, all of the portfolio's fluctuations are explained by performance fluctuations of the index, while an R2 of 0.00 indicates no correlation. Therefore, the lower the R2, the more the fund's performance is affected by factors other than the market as measured by that benchmark index. An R2 value of less than 0.5 indicates that the Annualized Alpha and Beta are not reliable performance statistics.

Sharpe Ratio0.09

AS OF 1/31/2017

The Sharpe ratio is a measure of historical risk-adjusted performance. It is calculated

by dividing the fund's excess returns (the fund's average annual return for the period minus the 3-month "risk free" return rate) and dividing it by the standard deviation of the fund's returns. The higher the ratio, the better the fund's return per unit of risk. The three month "risk free" rate used is the 90-day Treasury Bill rate.

Standard Deviation7.76

AS OF 1/31/2017

Statistical measure of how much a return varies over an extended period of time. The more variable the returns, the larger the standard deviation. Investors may examine historical standard deviation in conjunction with historical returns to decide whether an investment's volatility would have been acceptable given the returns it would have produced. A higher standard deviation indicates a wider dispersion of past returns and thus greater historical volatility. Standard deviation does not indicate how an investment actually performed, but it does indicate the volatility of its returns over time. Standard deviation is annualized. The returns used for this calculation are not load-adjusted.

Overall

3 out of 5 stars

Out of396 funds

3 Yrs

2 out of 5 stars

Out of 396 funds

5 Yrs

3 out of 5 stars

Out of 323 funds

10 Yrs

3 out of 5 stars

Out of 152 funds

The Morningstar RatingTM for funds, or "star rating", is calculated for funds with at least a three-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

Past performance is no guarantee of future results.

1 Yr

#1,156 out of 1,302 funds

5 Yrs

#610 out of 816 funds

10 Yrs

#204 out of 423 funds

The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment of dividends and capital gains but exclude the effect of a fund's sales load, if applicable. Lipper Inc. is a nationally recognized organization that ranks the performance of mutual funds.

Past performance is no guarantee of future results.

Glossary definition opens in new window. Portfolio Weight
Financials 31.36%
Industrials 17.81%
Information Technology 15.91%
Consumer Discretionary 8.37%
Health Care 6.91%
Energy 6.18%
Multi Sector 3.96%
Materials 3.30%
Consumer Staples 3.12%
Real Estate 1.71%
Telecommunication Services 0.86%
Utilities 0.50%
Other 0.01%
Glossary definition opens in new window. Portfolio Weight
U.S. Treasury 30.80%
U.S. Agency 0.00%
Mortgage Pass-Through 0.00%
Asset-Backed Securities 0.00%
CMBS 0.00%
CMOs 0.00%
Investment-Grade Credit 2.19%
Municipal Bonds 0.00%
High-Yield Credit 0.00%
Non-U.S. Developed 67.01%
Emerging Markets 0.00%
Other Debt Assets 0.00%
UNITED STATES TREASURY
JAPAN GOVERNMENT OF
ISHARES TRUST
SPDR SER TR
NORFOLK SOUTHERN CORP
% of Total Portfolio 27.06%

7.88  Years

Invest in companies with market values greater than $10 billion that fund managers believe are poised for growth. Growth can be based on a variety of factors, such as revenue or earnings growth. Growth funds are typically focused on generating capital gains rather than income.

*55.51%  Fund Assets Covered

Hold securities with a medium asset-weighted average credit rating and a high sensitivity to interest rate changes as defined by the fund's effective duration, both according to Morningstar's rating system.

*38.28%  Fund Assets Covered

Asia-Pacific ex Japan

2.87%

European Monetary Unit (Euro)

16.51%

United Arab Emirates Dirham

0.02%


Category: Advisor

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