0P0000Y3YF.TO - Fidelity Dividend Plus Class Series T8

Toronto - Toronto Delayed Price. Currency in CAD

Fidelity Dividend Plus Class Series T8

Suite 300

483 Bay Street

416 307 5200
Management Information
Don R Newman,Lead Manager since January 29, 2013
Don Newman is an assistant portfolio manager and is also a research analyst for Fidelity’s Canadian equity research team. He currently covers Canadian companies in integrated oil and gas, food and drug retailing, food beverage and tobacco. Don joined Fidelity in 2003 as a research analyst. Prior to working at Fidelity, Don spent four years in the global investment research department at Goldman, Sachs & Co. Don received a BComm from Queen's University in 1999. He also received the CFA designation in 2002.
Morningstar Style Box
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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

Fund FamilyFidelity Investments Canada ULC
Net Assets51.55M
YTD Return1.49%
Morningstar Rating★★
Inception DateJan 29, 2013

Fund Operations

Last Dividend0.36
Last Cap GainN/A
Holdings Turnover10.73%
Average for CategoryN/A

Fees & Expenses

Expense0P0000Y3YF.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