Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Performance for periods less than one year are cumulative, not annualized. Total returns include changes in share price and reinvestment of dividends and capital gains, if any.
Click on the fund name to view quarter-end returns, month-end 7-day yield for money market funds (unsubsidized/subsidized), risk and fee information.
|Fund Name||AS OF 10/13/2015||Last Dividend||MORNINGSTAR RATINGS* (AS OF 09/30/2015)|
|NAV ($)||NAV Change ($)||NAV Change (%)||30-Day
|Investment Category||Overall Ratings|
|Fidelity Convertible Securities Fund (FCVSX)||29.30||-0.16||-0.54%||+2.3578%||$0.232 on 10/02/2015||Convertibles||
78 Funds Rated
|Trade Fidelity Convertible Securities Fund|
|Fidelity Global Balanced Fund (FGBLX)||22.60||-0.13||-0.57%||--||$0.075 on 12/12/2014||World Allocation||
465 Funds Rated
|Trade Fidelity Global Balanced Fund|
|Fidelity Strategic Dividend & Income Fund (FSDIX)||13.89||-0.07||-0.50%||+2.7719%||$0.086 on 10/02/2015||Aggressive Allocation||
401 Funds Rated
|Trade Fidelity Strategic Dividend & Income Fund|
|Fidelity Puritan Fund (FPURX)||19.98||-0.10||-0.50%||+1.6838%||$0.097 on 10/09/2015||Moderate Allocation||
838 Funds Rated
|Trade Fidelity Puritan Fund|
|Fidelity Balanced Fund (FBALX)||21.10||-0.11||-0.52%||+1.7008%||$0.106 on 10/09/2015||Moderate Allocation||
838 Funds Rated
|Trade Fidelity Balanced Fund|
|Fidelity Global Strategies Fund (FDYSX)||8.54||-0.05||-0.58%||--||$0.029 on 07/10/2015||World Allocation||
465 Funds Rated
|Trade Fidelity Global Strategies Fund|
A short-term trading fee of up to 1.00% may apply and is not reflected in the returns shown. Had the fee been reflected, returns would have been lower.
Investing involving involves risk, including risk of loss. Click on the fund's name for more information about its risks. Performance and pricing information on this page is provided by Fidelity.
* For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on down ward variations and rewarding consistent performance. The top 10% of the funds in an investment 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. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.
© 2011 Morningstar, Inc. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or redistributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fidelity does not review the Morningstar data.