(As of 8/31/2019)

Fidelity Event Driven Opportunities Fund Ser B

(U.S. Small/Mid Cap Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/20/2014)
5.07 %
YTD Return -5.70 %
NAVPS
(9/20/2019)
$10.84
Change $0.05 / 0.48 %
Growth of $10,000 (As of August 31, 2019)
MER 2.30 %
Assets ($mil) $21.04
Rank (1Yr) 138/159
Std Dev (3Yr) 13.40 %
Volatility Ranking (3Yr) 10/10
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 June 30, 2019)
Sector Allocation
(As of June 30, 2019)
Geographic Allocation
(As of June 30, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
US MM Invst Tr Ser OCash and EquivalentsMutual FundCanada0.00%
CorePoint Lodging IncUS EquityReal EstateUnited States0.00%
Alliance Data Systems CorpUS EquityTechnologyUnited States0.00%
SPDR DJ Wilshire Total Market ETFOtherExchange Traded FundUnited States0.00%
iShares Russell 3000 Index Fund ETFOtherExchange Traded FundUnited States0.00%
ZAGG IncUS EquityConsumer GoodsUnited States0.00%
S&P 500 E-mini Index FuturesUS EquityOtherUnited States0.00%
Arcosa IncUS EquityIndustrial GoodsUnited States0.00%
Unifi IncUS EquityConsumer GoodsUnited States0.00%
SLM CorpUS EquityFinancial ServicesUnited States0.00%

Performance Data (As of August 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.41 -4.07 -10.92 -5.70 -23.27 0.82 -    -   
Benchmark -2.57 2.42 0.20 13.50 -4.53 9.27 10.84 14.48
Quartile Ranking 4 4 4 4 4 3 - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -13.93 9.47 14.54 18.34 -      -      -      -      -      -     
Benchmark -2.87 8.66 14.08 11.76 18.40 44.35 16.54 -0.99 19.60 20.00
Quartile Ranking 3 2 1 1 - - - - - -

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