Australia markets close in 5 hours 39 minutes

Fidelity Sm Cp Amer Ccy Netrl Cl Sr T5 (F00000TIJ4.TO)

YHD - YHD Delayed price. Currency in CAD
Add to watchlist
22.88-0.44 (-1.89%)
At close: 06:07PM EDT

Fidelity Sm Cp Amer Ccy Netrl Cl Sr T5

483 Bay Street

Suite 200

800-263-4077
Management information
Steve MacMillan,Lead manager since 27 May 2014
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
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
http://us.i1.yimg.com/us.yimg.com/i/fi/3_0stylelargeeq5.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Small/Mid Cap Equity
Fund familyFidelity Investments Canada ULC
Net assets175.31M
YTD return13.03%
Yield0.00%
Morningstar rating★★★
Inception date27 May 2014

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover15.66%
Average for categoryN/A

Fees and expenses

ExpenseF00000TIJ4.TOCategory average
Annual report expense ratio (net)2.58%1.78%
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