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Fidelity North American Equity Class T5 (0P00016YJV.TO)

Toronto - Toronto Delayed Price. Currency in CAD
24.41+0.07 (+0.29%)
At close: 03:00PM EST
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Fidelity North American Equity Class T5

483 Bay Street

Suite 200

800-263-4077
Management Information
Darren Lekkerkerker,Lead Manager since October 27, 2015
Darren Lekkerkerker is portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He joined Fidelity in 2004 as a research analyst for Team Canada, where he provided equity research coverage for a number of industries within the Canadian market. Mr. Lekkerkerker received a BA in finance from Wilfrid Laurier University and an MBA from the Wharton School of the University of Pennsylvania.
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

CategoryNorth American Equity
Fund FamilyFidelity Investments Canada ULC
Net Assets150.73M
YTD Return7.42%
Yield0.48%
Morningstar Rating★★★★
Inception DateOct 27, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover15.16%
Average for CategoryN/A

Fees & Expenses

Expense0P00016YJV.TOCategory Average
Annual Report Expense Ratio (net)2.44%1.90%
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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