Fidelity US Dividend Series A (F00000PEER.TO)
YHD - YHD Delayed Price. Currency in CAD
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Fidelity US Dividend Series A
483 Bay Street
Suite 200
800-263-4077
Management Information
Ramona Persaud,Lead Manager since December 31, 2017
Ramona Persaud has joined Fidelity Investments since 2003 and has worked as a research 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 Assets426.54M
YTD Return5.82%
Yield1.16%
Morningstar Rating★★
Inception DateNov 6, 2012
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover5.52%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000PEER.TOCategory Average
Annual Report Expense Ratio (net)2.49%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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