(As of 1/31/2018)

Fidelity Canadian Growth Company Class Series B

(Canadian Focused Equity)



2016


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(9/25/2001)
10.33 %
YTD Return 6.84 %
NAVPS
(2/22/2018)
$46.33
Change ($0.04) / -0.10 %
Growth of $10,000 (As of January 31, 2018)
MER 2.28 %
Assets ($mil) $114.90
Rank (1Yr) 14/527
Std Dev (3Yr) 10.71 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
This fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies.
Management Co.
Fidelity Investments Canada ULC
Managers
Mark Schmehl
 
Asset Allocation
(As of December 31, 2017)
Sector Allocation
(As of December 31, 2017)
Geographic Allocation
(As of December 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
First Quantum Minerals LtdCanadian EquityBasic MaterialsCanada0.00%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada0.00%
Advanced Micro Devices IncUS EquityTechnologyUnited States0.00%
PayPal Holdings IncUS EquityIndustrial ServicesUnited States0.00%
Take-Two Interactive Software IncUS EquityTechnologyUnited States0.00%
Cenovus Energy IncCanadian EquityEnergyCanada0.00%
Microsoft CorpUS EquityTechnologyUnited States0.00%
West Fraser Timber Co LtdCanadian EquityBasic MaterialsCanada0.00%
HudBay Minerals IncCanadian EquityBasic MaterialsCanada0.00%
Square IncUS EquityIndustrial ServicesUnited States0.00%

Performance Data (As of January 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.84 8.01 19.68 6.84 23.42 13.90 19.82 10.27
Benchmark -1.40 0.26 6.85 -1.40 6.67 5.90 7.85 5.01
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 15.61 13.83 11.01 15.30 43.96 14.36 -8.72 17.36 22.99 -37.13
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking 1 2 1 1 1 1 2 1 3 4

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