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Fidelity Cat mandat priv act inter S5 (0P0000JBNL.TO)

Toronto - Toronto Delayed Price. Currency in CAD
19.41+0.09 (+0.47%)
At close: 04:00PM EDT
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Fidelity Cat mandat priv act inter S5

Suite 300

483 Bay Street

416 307 5200
Management Information
,Lead Manager since November 30, 2017
Patrice Quirion is a portfolio manager at Pyramis Global Advisors. Patrice manages Fidelity Global Concentrated Equity Fund‡, and is an assistant portfolio manager on Fidelity NorthStar® Fund. He is responsible for researching and making investment recommendations on companies in the financial sector and manages these components of Fidelity Canadian Disciplined Equity® Fund. Patrice completed a BCom degree at HEC Montreal, an MSc in finance from Queen’s University and is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyFidelity Investments Canada ULC
Net Assets18.34M
YTD Return10.54%
Yield0.09%
Morningstar Rating★★
Inception DateNov 25, 2008

Fund Operations

Last Dividend0.02
Last Cap GainN/A
Holdings Turnover14.20%
Average for CategoryN/A

Fees & Expenses

Expense0P0000JBNL.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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