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Fidelity American Equity Fund Series S8 (0P00012B3T.TO)

Toronto - Toronto Delayed Price. Currency in CAD
20.250.00 (0.00%)
At close: 03:00PM EST

Fidelity American Equity Fund Series S8

483 Bay Street

Suite 200

Management Information
Steve MacMillan,Lead Manager since September 30, 2013
Steve MacMillan is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He manages Fidelity Small Cap America Fund and is a member of Team Canada, the Canadian equity research team for investment products sold through Fidelity Investments Canada ULC. Steve earned a BBA from Wilfred Laurier University and is a Chartered Financial Analyst charterholder.
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

CategoryUS Equity
Fund FamilyFidelity Investments Canada ULC
Net Assets811.44M
YTD Return-19.38%
Morningstar Rating★★
Inception DateJan 14, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover48.74%
Average for CategoryN/A

Fees & Expenses

Expense0P00012B3T.TOCategory Average
Annual Report Expense Ratio (net)2.22%1.70%
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