Gold Fixed Income Balanced Funds
This list highlights the top-performing Fixed Income Balanced Funds, including both Canadian and Global funds, as rated by Morningstar. Canadian Fixed Income Balanced Funds invest at least 70% of their total assets in a combination of Canadian equities and Canadian-dollar-denominated bonds, with 5% to 40% of their assets in equities. Global Fixed Income Balanced Funds, on the other hand, invest less than 70% of their assets in Canadian securities, focusing on a globally diversified mix of equity and fixed income, with 5% to 40% of their assets in equities. Both types aim to provide a balanced approach, focusing on income with controlled equity exposure.
Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|
| Fidelity Global Income Class Portfolio F8 | $5.31B | 0.18 | 2 | 1 | 1 | $5,000 | ||
| Fidelity Bal Inc Ccy Netrl Priv Pool F5 | $346.77M | 0.30 | 4 | 4 | 6 | $150,000 | ||
| Fidelity Income Class Port Series F8 | $816.56M | 0.33 | 1 | 1 | 1 | $5,000 | ||
$846.36M | 0.48 | 1 | 1 | 1 | $5,000 | |||
$702.50M | 2.14 | 7 | 8 | 14 | $500 | |||
$4.68B | 0.30 | 4 | 3 | 4 | $150,000 | |||
$478.71M | 3.05 | 10 | 4 | 5 | $500 | |||
$5.31B | 0.18 | 2 | 1 | 1 | $5,000 | |||
$3.26B | 3.64 | 14 | 14 | 11 | $500 | |||
$816.56M | 0.35 | 1 | 1 | 1 | $500 | |||
$4.68B | 0.29 | 4 | 3 | 4 | $150,000 | |||
$1.70B | 2.02 | 11 | 3 | — | $5,000 | |||
$846.36M | 0.47 | 1 | 1 | 1 | $500 | |||
$4.68B | 0.29 | 4 | 3 | 4 | $150,000 | |||
$580.96M | 0.91 | 4 | 3 | 3 | $150,000 | |||
$7.15B | 0.85 | 2 | 1 | 1 | $500 | |||
$580.96M | 0.92 | 4 | 3 | 4 | $150,000 | |||
$761.66M | 2.42 | 3 | 10 | 3 | $2,500 | |||
$7.15B | 0.83 | 2 | 1 | 1 | $5,000 | |||
$846.36M | 0.47 | 1 | 1 | 1 | $5,000 | |||
$346.77M | 0.29 | 4 | 4 | 6 | $150,000 | |||
$7.15B | 0.83 | 2 | 1 | 1 | $5,000 | |||
$580.96M | 0.93 | 4 | 3 | 4 | $150,000 | |||
$816.56M | 0.34 | 1 | 1 | 1 | $5,000 | |||
$346.77M | 0.31 | 4 | 4 | 6 | $150,000 |
