(As of 6/30/2021)

Fidelity Insights Class Series A

(U.S. Equity)



2019


FundGrade A+® Rating recipient
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Inception Return
(1/26/2017)
17.82 %
YTD Return 7.31 %
NAVPS
(7/27/2021)
$21.47
Change ($0.08) / -0.38 %
Growth of $10,000 (As of June 30, 2021)
MER 2.50 %
Assets ($mil) -
Rank (1Yr) 1620/1808
Std Dev (3Yr) 15.30 %
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.
Management Co.
Fidelity Investments Canada ULC
Managers
  • William Danoff , Fidelity Investments Canada ULC
 
Asset Allocation
(As of March 31, 2021)
Sector Allocation
(As of March 31, 2021)
Geographic Allocation
(As of March 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Facebook Inc Cl AUS EquityTechnologyUnited States0.00%
Berkshire Hathaway Inc Cl AUS EquityFinancial ServicesUnited States0.00%
Amazon.com IncUS EquityConsumer ServicesUnited States0.00%
Microsoft CorpUS EquityTechnologyUnited States0.00%
Netflix IncUS EquityConsumer ServicesUnited States0.00%
US MM Invst Tr Ser OUS EquityMutual FundUnited States0.00%
UnitedHealth Group IncUS EquityHealthcareUnited States0.00%
Apple IncUS EquityTechnologyUnited States0.00%
NVIDIA CorpUS EquityTechnologyUnited States0.00%
JPMorgan Chase & CoUS EquityFinancial ServicesUnited States0.00%

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.58 8.49 7.31 7.31 20.60 14.73 -    -   
Benchmark 5.06 6.99 12.19 12.19 28.05 16.30 16.68 17.76
Quartile Ranking 1 1 4 4 4 2 - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 27.62 20.70 3.93 -      -      -      -      -      -      -     
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 1 3 1 - - - - - - -

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