(As of 10/31/2023)

Fidelity Founders Currency Neutral Class A

(Global Equity)
FundGrade A+® Rating recipient
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Inception Return
(4/18/2018)
7.24 %
YTD Return 10.16 %
NAVPS
(11/28/2023)
$16.15
Change $0.01 / 0.04 %
Growth of $10,000 (As of October 31, 2023)
MER 2.56 %
Assets ($mil) $1.96
Rank (1Yr) 1715/2197
Std Dev (3Yr) 18.21 %
Volatility Ranking (3Yr) 10/10
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 growth.
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 September 30, 2023)
Sector Allocation
(As of September 30, 2023)
Geographic Allocation
(As of September 30, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States0.00%
NVIDIA CorpUS EquityTechnologyUnited States0.00%
Alphabet Inc Cl CUS EquityTechnologyUnited States0.00%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States0.00%
Uber Technologies IncUS EquityTechnologyUnited States0.00%
Marriott International Inc Cl AUS EquityConsumer ServicesUnited States0.00%
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%
Hess CorpUS EquityEnergyUnited States0.00%
BlackRock IncUS EquityFinancial ServicesUnited States0.00%
Netflix IncUS EquityConsumer ServicesUnited States0.00%

Performance Data (As of October 31, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.67 -12.41 -0.01 10.16 5.78 1.00 9.21 -   
Benchmark -0.71 -5.01 0.05 8.86 12.17 8.04 8.54 9.97
Quartile Ranking 4 4 1 1 4 4 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -28.13 16.56 42.07 26.56 -      -      -      -      -      -     
Benchmark -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40
Quartile Ranking 4 2 1 1 - - - - - -

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