Fidelity US Focused Stock Class T5 (F000001VU7.TO)
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Fidelity US Focused Stock Class T5
483 Bay Street
Suite 200
800-263-4077
Management Information
Stephen DuFour,Lead Manager since January 28, 2013
Stephen DuFour is portfolio manager of the fund, which he has managed since March 2011. He also manages other funds. Since joining Fidelity Investments in 1992, Mr. DuFour has worked as an equity analyst and portfolio manager.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryUS Equity
Fund FamilyFidelity Investments Canada ULC
Net Assets48.92M
YTD Return7.92%
Yield0.05%
Morningstar Rating★★★
Inception DateJan 6, 2008
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover11.53%
Average for CategoryN/A
Fees & Expenses
ExpenseF000001VU7.TOCategory Average
Annual Report Expense Ratio (net)2.54%1.70%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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