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Morningstar

Fidelity Insights Class A

Overview

    • NAV

      33.63

    • 1-Day Return

      -0.19%

    • Fund Size

      11.0 Bil

    • MER

      2.490%

    • Category

      Canada Fund US Equity

    • Share Class Type

      Commission-based Advice

    • Investment Style

      Large Growth

    • TTM Yield

      0.04%

    • Turnover

      3%

    • Min. Initial Investment

      500

    • Risk Level

      Medium

    • Status

      Open

    • Inception Date

      Jan 26, 2017

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
N/A
N/A
N/A
3.93
20.70
27.62
20.08
-22.37
28.48
43.11
5.05
Category
13.60
5.85
13.27
-0.44
22.64
12.84
23.38
-12.92
18.62
28.31
1.24
Index
20.76
8.55
13.49
3.50
24.59
18.78
24.71
-13.57
23.04
35.35
1.28
Quartile Rank
—
—
—
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Percentile Rank
—
—
—
22
66
12
79
86
14
6
11
# of Invest. in Cat.
1,019
1,124
1,300
1,432
1,565
1,636
1,427
1,400
1,359
1,156
960
Category Name
—
—
CA039 Canada Fund Global Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity
CA065 Canada Fund US Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

1/5

Corporate Sustainability Score
22.50 22.73
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score
7.85

Strategy

There is no investment objective & strategy data available.

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