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Fidelity ClearPath 2055 Portfolio Series B (0P00013P0W.TO)

Toronto - Toronto Delayed Price. Currency in CAD
13.92+0.01 (+0.10%)
At close: 04:00PM EDT

Fidelity ClearPath 2055 Portfolio Series B

Suite 300

483 Bay Street

416 307 5200
Management Information
Bruno Weinberg Crocco,Lead Manager since February 10, 2022
Bruno Weinberg Crocco is a co-manager of the fund, which he has co-managed since February 2022. He also manages other funds. Since joining Fidelity Investments in 2010, Mr. Crocco has worked as a research analyst and portfolio manager.
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 Assets408.74M
YTD Return4.19%
Morningstar Rating★★★
Inception DateJul 8, 2014

Fund Operations

Last Dividend0.06
Last Cap GainN/A
Holdings Turnover28.50%
Average for CategoryN/A

Fees & Expenses

Expense0P00013P0W.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