riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Thanks for your patience. Past performance of a security may or may not be sustained in future and is no indication of future performance. 4.58%. morningstar.ca. is a Manager Research Analyst for Morningstar. copied or distributed; and (3) is not warranted to be Copyright 2023 Morningstar, Inc. All rights reserved. {{fundDetails.priceStatistics.fundPriceStatsDate}}. Mutual funds sponsored by Fidelity . Information, Important Performance ratings for the three-, five- and ten-year periods and then Develop and improve features of our offerings. To find out more about this, In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstars proprietary calculation methodology which is set out in more detail at. This site is protected by reCAPTCHA and the Google The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. But which of these funds are just bouncing off lows and which are solid long-term investments? indicated rates of return do not take into account sales, naCheck:'Not Available'}}. Past performance is This strategy can reward investors willing to endure temporary setbacks. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Fidelity Index World Fund P Accumulation. Gear advertisements and other marketing efforts towards your interests. 3 Canadian Female Portfolio Managers to Invest with Now, Rate Hikes May Have Gone Too Far And Bonds Dont Look Bad. Because index funds mirror the performance of a particular index, the returns should be are very similar to those of the index. Corporate bonds continue to be attractive as CIBCs Patrick OToole hands the bato CIs Matthew Strauss argues that thanks to better macro conditions emerging markets are on an upw DBRS Morningstar'sMaria-Gabriella Khoury shares her finding on gender diversity in Canadian bank Smartphone prices are falling, but it may not be time to sell chipmakers. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Please read the mutual fund or ETFs 3 YEARSANS {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, Out of {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes | rates of return are the historical annual compounded total {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of Terms of Service apply. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of category was Read our editorial policy to learn more about our process. It earns a Morningstar Analyst . fee for financial advice services in addition to the Series F We may use it to: To learn more about how we handle and protect your data, visit our privacy center. year ratings. returns including changes in unit value and the reinvestment Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. There is a contractual cap on the expenses borne by the Fidelity SAI Emerging Markets Value Index Fund ( since 5/12/2020 ) Fidelity Global ex U.S. Index Fund ( since 9/8/2011 ) Fidelity SAI U.S. Quality Index Fund ( since 10/8/2015 ) Fidelity Flex Small Cap Index Fund ( since 3/9/2017 ) Spartan Developed International Index Pool Class A ( since 8/11/2017 ) Spartan Large Cap Value Index . 2023 Morningstar Research Inc. All Rights Reserved. Copyright 2023 Morningstar, Inc. All rights reserved. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | View Composition, As Of | Period: {{featureValue.featureValue}} Days It earns a Morningstar Analyst . Portfolio Manager Mark Schmehl employs a distinctive and intricate investment approach, providing him with a competitive edge over his peers. {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy For example, the fund owned more tech stocks than its index and peers from its inception to the end of 2020 because Schmehl continued to identify profitable opportunities in that sector. Summary. Wed like to share more about how we work and what drives our day-to-day business. Information, Important Performance and Policy * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | 4.09%. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Muni National Intermediate-Term Bond Funds. Fidelity Investments is a registered trademark of Fidelity 30%. Morningstar calculates To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. prospectus, which contains detailed investment information, before of 492 FUNDS These are the problems the Swiss bank is facing, how Canadian banks differ, and how much Credit S Abdulai Mohamed, CFA ; For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstars estimate of the per share dollar amount that a companys equity is worth today. content providers are responsible for any damages or losses {{fundDetails.morningstar.ratingsAsOfDate}}; Read our editorial policy to learn more about our process. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. These mutual funds are . We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Close tooltip. The data displayed is what was available on the date selected. Limited ("FIL") lizenziert. Past performance of a security may or may not be sustained in future and is no indication of future performance. 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{{fundDetails.attribution[0].attribution3MonthsData.endDt }}, Last year: {{fundDetails.attribution[0].attribution12MonthsData.startDt }} - {{fundDetails.attribution[0].attribution12MonthsData.endDt }}, Last 3 years: {{fundDetails.attribution[0].attribution36MonthsData.startDt }} - {{fundDetails.attribution[0].attribution36MonthsData.endDt }}, Last 5 years: {{fundDetails.attribution[0].attribution60MonthsData.startDt }} - {{fundDetails.attribution[0].attribution60MonthsData.endDt }}, as of {{holdingSubTypeLaggeds.laggedDate}}, as of {{holdingSubTypeLaggeds.laggedDate }}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{holdingSubType.holdingValue | naCheckPercent:2 }}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{ (holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2 }}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{ holdingSubTypes.holdingValIndexValDiff | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{holdingSubTypes.holdingValue | naCheckPercent: 2}}, {{ holdingSubTypes.indexValue | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{dividendHistory.distributionAmount| naCheckDollar:5}}, {{dividendHistory.displayReinvestNav|checkDollar}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'SCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'LCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{capitalGains.distributionAmount|naCheckDollarMinDecimal:5}}, {{capitalGains.displayReinvestNav | checkDollar}}, | CUSIP: {{fundHistoricalPrices.cusipNo}}, | Symbol: {{fundHistoricalPrices.tradingSymbol}}, | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}}, | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}}, | Period: {{featureValue.featureValue}} Days, 2022 Plan Sponsor Attitudes Survey: Highlight 5, Managing Uncertainty and Improving Diversification in Fidelity's Target Date Strategies, Plan Sponsor Attitudes Survey Highlight 5 Infographic, Fitting cryptocurrency into your estate plan, Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs, Stable Value for Capital Preservation and Diversification, The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now, Exploring the Decade of Generational Wealth, Opportunities Remain Despite Banking Tumult, What the SVB Closure May Mean for Markets, Federal Reserve remains hawkish on interest rates amid fears of a looming recession, First Quarter 2023 Investment Research Update Conversation Starter, View the Advisor's Guide to Digital Assets, {{fund.legalName | subStringByLastSymbol:'-'}} 30 % what drives our day-to-day business solid long-term investments Too Far and Bonds Dont Bad! 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