Fidelity NorthStar Sr F

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
26.37
-0.83
5.34
-4.02
6.11
21.45
9.03
-5.35
15.86
22.45
9.05
Category
12.32
3.08
13.05
-10.21
15.31
13.89
13.35
-15.69
10.82
12.19
7.79
Index
18.46
7.12
15.30
-4.72
19.64
13.02
15.78
-11.23
13.73
20.42
6.54
Quartile Rank
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Percentile Rank
9
71
95
13
83
24
79
16
31
10
41
# of Invest. in Cat.
180
236
270
286
307
306
213
234
231
247
184
Category Name
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity
CA137 Canada Fund Global Small/Mid Cap Equity

Price

Cost Illustration (10k; 5% Return; CAD)

Fees 1-Yr 5-Yr 10-Yr
MER 112 606 1,337

Selected Option

FundServ Code Load Type
FID653 No Sales or Redemp Charge

Alternative Options

FundServ Code Load Type

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
21.67 21.87
Sovereign Sustainability Score
Low Carbon Designation

Low Carbon

Carbon Risk Score
7.85

Strategy

The Fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Fidelity NorthStar Sr A
Fidelity NorthStar Sr A
FID489
Oct 31, 2002
Fidelity NorthStar Sr A
Fidelity NorthStar Sr A
FID553
Oct 31, 2002
31.26 Mil
500.00
Fidelity NorthStar Sr B
Fidelity NorthStar Sr B
FID253
Oct 31, 2002
1.56 Bil
500.00
Fidelity NorthStar Sr B
Fidelity NorthStar Sr B
FID789
Oct 31, 2002
Fidelity NorthStar Sr F
Fidelity NorthStar Sr F
FID689
Oct 31, 2002
Fidelity NorthStar Sr F
Fidelity NorthStar Sr F
FID653
Oct 31, 2002
545.90 Mil
500.00
Fidelity NorthStar Sr F5
Fidelity NorthStar Sr F5
FID1966
Apr 17, 2013
Fidelity NorthStar Sr F5
Fidelity NorthStar Sr F5
FID1788
Apr 17, 2013
8.71 Mil
5.00 k
Fidelity NorthStar Sr F8
Fidelity NorthStar Sr F8
FID1789
Apr 17, 2013
2.89 Mil
5.00 k
Fidelity NorthStar Sr F8
Fidelity NorthStar Sr F8
FID1967
Apr 17, 2013
Fidelity NorthStar Sr O
Fidelity NorthStar Sr O
FID953
Oct 31, 2002
1.83 Bil
500.00
Fidelity NorthStar Sr S5
Fidelity NorthStar Sr S5
FID1262
Nov 06, 2006
8.63 Mil
5.00 k
Fidelity NorthStar Sr S8
Fidelity NorthStar Sr S8
FID262
Nov 08, 2004
8.05 Mil
5.00 k
Fidelity NorthStar Sr T5
Fidelity NorthStar Sr T5
FID1562
Nov 06, 2006
144.47 k
5.00 k
Fidelity NorthStar Sr T8
Fidelity NorthStar Sr T8
FID562
Nov 08, 2004
142.78 k
5.00 k

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