(As of 2/29/2020)

Fidelity Event Driven Opportunities Fund B

(U.S. Small/Mid Cap Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/20/2014)
3.51 %
YTD Return -10.28 %
NAVPS
(3/27/2020)
$8.16
Change ($0.27) / -3.17 %
Growth of $10,000 (As of February 29, 2020)
MER 2.30 %
Assets ($mil) $13.11
Rank (1Yr) 134/155
Std Dev (3Yr) 12.01 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies that are or that are expected to be involved in corporate actions or events.
Management Co.
Fidelity Investments Canada ULC
Managers
Arvind Navaratnam
 
Asset Allocation
(As of December 31, 2019)
Sector Allocation
(As of December 31, 2019)
Geographic Allocation
(As of December 31, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
iShares Russell 3000 Index Fund ETFOtherExchange Traded FundUnited States0.00%
SPDR DJ Wilshire Total Market ETFOtherExchange Traded FundUnited States0.00%
Arcosa IncUS EquityIndustrial GoodsUnited States0.00%
ZAGG IncUS EquityConsumer GoodsUnited States0.00%
IAA IncUS EquityConsumer ServicesUnited States0.00%
Frontdoor IncUS EquityConsumer ServicesUnited States0.00%
Black Knight IncUS EquityTechnologyUnited States0.00%
AO World PLCInternational EquityConsumer GoodsEuropean Union0.00%
Floor & Decor Holdings Inc Cl AUS EquityIndustrial GoodsUnited States0.00%
Xero LtdInternational EquityIndustrial ServicesAsia/Pacific Rim0.00%

Performance Data (As of February 29, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -7.78 -9.68 -5.30 -10.28 -15.65 -7.12 0.35 -   
Benchmark -7.43 -7.81 -1.10 -7.73 -0.91 4.56 6.16 13.36
Quartile Ranking 3 3 4 3 4 4 4 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund -0.47 -13.93 9.47 14.54 18.34 -      -      -      -      -     
Benchmark 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54 -0.99 19.60
Quartile Ranking 4 4 2 1 1 - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .