Fidelity NorthStar Sr F
Overview
Performance
Growth of 10,000
Returns
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 |
Sustainability
ESG Risk Rating
3/5
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
Low Carbon
Carbon Risk Score
Strategy
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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