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Fidelity American Equity Systematic Currency Hedged Fund - E4 (0P0001KMF0.TO)
At close: December 1 at 3:00:00 PM EST
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13.02 - YTD Return 19.32%
- Expense Ratio 0.00%
- Category US Equity
- Last Cap Gain --
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 3.65M
- Beta (5Y Monthly) --
- Yield --
- 5y Average Return --
- Holdings Turnover 0.05%
- Last Dividend --
- Inception Date Aug 28, 2020
The Fund invests in Fidelity American Equity Fund (the underlying fund), which invests primarily in U.S. equity securities. The underlying fund tends to invest in securities that the portfolio manager believes are undervalued in the marketplace. The Fund uses a systematic currency hedging strategy, a quantitative model, which seeks to both mitigate the effect of the volatility of the U.S./Canadian dollar exchange rate and capitalize on expected changes in the value of the U.S. dollar relative to the Canadian dollar. The Fund may also have exposure to other foreign currencies (such as the Euro or the Yen), which are not hedged. The Fundâs exposure to other foreign currencies may change at any time and the Fund may choose to hedge these exposures in the future. It uses derivatives to implement this strategy.
Fidelity Investments Canada ULC
Fund Family
US Equity
Fund Category
3.65M
Net Assets
2020-08-28
Inception Date
Performance Overview: 0P0001KMF0.TO
View MoreTrailing returns as of 12/1/2021. Category is US Equity.
Holdings: 0P0001KMF0.TO
View MoreTop 10 Holdings (47.39% of Total Assets)
Sector Weightings
Sector0P0001KMF0.TO
Healthcare 21.27%
Financial Services 18.56%
Consumer Defensive 15.17%
Utilities 14.27%
Technology 8.68%
Industrials 8.35%
Consumer Cyclical 8.20%
Real Estate 3.29%
Communication Services 1.21%
Basic Materials 0.99%
Energy 0.00%
Recent News: 0P0001KMF0.TO
View MoreResearch Reports: 0P0001KMF0.TO
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