(As of 2/28/2023)

Fidelity Insights Class Series A

(U.S. Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2019





Inception Return
(1/26/2017)
10.96 %
YTD Return 4.95 %
NAVPS
(3/24/2023)
$18.76
Change $0.10 / 0.53 %
Growth of $10,000 (As of February 28, 2023)
MER 2.49 %
Assets ($mil) -
Rank (1Yr) 1132/1540
Std Dev (3Yr) 15.32 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 6.00 %
Sales Status Open
 
Objective
The Fund aims to achieve long-term capital appreciation. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in units of that fund. The underlying fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies anywhere in the world, with an emphasis on U.S. securities, whose value is believed to be not fully recognized by the public.
Fund Manager

Fidelity Investments Canada ULC

Portfolio Manager

William Danoff , Fidelity Investments Canada ULC

Sub-Advisor

Fidelity Management & Research Company LLC

 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Berkshire Hathaway Inc Cl AUS EquityFinancial ServicesUnited States0.00%
Fidelity U.S. Money Market Investment Trust OCash and EquivalentsCash and Cash EquivalentUnited States0.00%
Apple IncUS EquityTechnologyUnited States0.00%
UnitedHealth Group IncUS EquityHealthcareUnited States0.00%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States0.00%
Eli Lilly and CoUS EquityHealthcareUnited States0.00%
Alphabet Inc Cl AUS EquityTechnologyUnited States0.00%
Regeneron Pharmaceuticals IncUS EquityHealthcareUnited States0.00%
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%
Microsoft CorpUS EquityTechnologyUnited States0.00%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.59 -0.43 4.62 4.95 -7.15 7.87 7.37 -   
Benchmark -0.55 -1.55 5.10 4.19 -1.07 12.65 11.16 15.42
Quartile Ranking 1 1 2 2 3 3 3 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -22.37 20.08 27.62 20.70 3.93 -      -      -      -      -     
Benchmark -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93
Quartile Ranking 4 4 1 3 1 - - - - -

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