Fund Results by Category

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.

Hybrid Funds

Fund Name  AS OF 10/30/2014   Last Dividend MORNINGSTAR RATINGS* (AS OF 09/30/2014)
  NAV ($) NAV Change ($)
NAV Change (%)
30-Day
Yield (%)
Investment Category  Overall Ratings 
Fidelity Convertible Securities Fund (FCVSX) 32.34 -0.01 -0.03% +1.1945% $0.153 on 10/03/2014 Convertibles Morningstar Rating 4 stars4
82 Funds Rated
Trade Fidelity Convertible Securities Fund
Fidelity Global Balanced Fund (FGBLX) 24.79 +0.06 +0.24% -- $0.161 on 12/13/2013 World Allocation Morningstar Rating 4 stars4
366 Funds Rated
Trade Fidelity Global Balanced Fund
Fidelity Strategic Dividend & Income Fund (FSDIX) 15.11 +0.07 +0.47% +2.5577% $0.089 on 10/03/2014 Aggressive Allocation Morningstar Rating 4 stars4
342 Funds Rated
Trade Fidelity Strategic Dividend & Income Fund
Fidelity Puritan Fund (FPURX) 21.31 +0.08 +0.38% +1.4448% $0.096 on 10/10/2014 Moderate Allocation Morningstar Rating 5 stars5
737 Funds Rated
Trade Fidelity Puritan Fund
Fidelity Balanced Fund (FBALX) 22.81 +0.10 +0.44% +1.4734% $0.093 on 10/10/2014 Moderate Allocation Morningstar Rating 4 stars4
737 Funds Rated
Trade Fidelity Balanced Fund
Fidelity Global Strategies Fund (FDYSX) 9.60 +0.03 +0.31% -- $0.031 on 07/03/2014 Moderate Allocation Morningstar Rating 1 stars1
737 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.

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