0P0000Y3ZU - Fidelity U.S. All Cap Series T5

Other OTC - Other OTC Delayed Price. Currency in USD

Fidelity U.S. All Cap Series T5

Suite 300

483 Bay Street

416 307 5200
Management Information
,Lead Manager since September 29, 2022
Matthew Friedman joined Fidelity Investments in 1999, since then Mr. Friedman has worked as a research analyst and portfolio manager. Prior to joining Fidelity, Friedman was an investment banking analyst for Lehman Brothers in New York. Friedman holds the Chartered Financial Analyst designation.
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 Assets1.29B
YTD Return2.97%
Morningstar RatingN/A1
Inception DateJan 29, 2013

Fund Operations

Last Dividend0.57
Last Cap GainN/A
Holdings Turnover22.66%
Average for CategoryN/A

Fees & Expenses

Expense0P0000Y3ZUCategory 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