Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Refinitv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refintiv Lipper.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investments in mutual funds and ETFs. Please read the mutual fund or ETF’s prospectus, which contains detailed investment information, before investing. The indicated rates of return are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
Fidelity Greater Canada Fund
Fidelity Greater Canada Fund (Series F), best fund in the Canadian Focused Equity category over the past five-year period ending July 31, 2022, out of a total of 65 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -11.73% (one year), 20.94% (three years), 16.39% (five years), 14.50% (ten years) and 9.93% (since inception January 2008).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity North American Equity Class
Fidelity North American Equity Class (Series F), best fund in the North American Equity category over the past three-year and five-year periods ending July 31, 2022, out of a total of 23 and 19 funds, respectively.
Performance for the Fund for the period ended October 31, 2022, is as follows: -9.15% (one year), 12.26% (three years), 11.24% (five years) and 10.65% (since inception October 2015).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), N/A (ten years).
Fidelity Canadian Opportunities Fund
Fidelity Canadian Opportunities Fund (Series F), best fund in the Canadian Equity category over the past five-year period ending July 31, 2022, out of a total of 78 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -5.77% (one year), 15.80% (three years), 13.22% (five years), 11.45% (ten years) and 10.11% (since inception October 2000).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity Global Growth Portfolio
Fidelity Global Growth Portfolio (Series F), best fund in the Global Equity Balanced category over the past ten-year period ending July 31, 2022, out of a total of 102 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -12.11% (one year), 5.53% (three years), 5.94% (five years), 9.57% (ten years) and 6.30% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity Global Income Portfolio
Fidelity Global Income Portfolio (Series F), best fund in the Global Fixed Income Balanced category over the past ten-year period ending July 31, 2022, out of a total of 45 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -8.11% (one year), 1.58% (three years), 2.74% (five years), 5.43% (ten years) and 4.72% (since inception April 2007).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity Global Real Estate Fund
Fidelity Global Real Estate Fund (Series F), best fund in the Real Estate Equity category over the past ten-year period ending July 31, 2022, out of a total of 11 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -17.43% (one year), -3.19% (three years), 2.56% (five years), 7.37% (ten years) and 4.03% (since inception May 2006).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), 4 (five years), 5 (ten years).
Fidelity Tactical High Income Fund
Fidelity Tactical High Income Fund (Series F), best fund in the Tactical Balanced category over the past five-year period ending July 31, 2022, out of a total of 49 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -5.66% (one year), 7.56% (three years), 7.83% (five years), and 8.71% (since inception May 2014).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), N/A (ten years).
Fidelity ClearPath® 2045 Portfolio
Fidelity ClearPath® 2045 Portfolio (Series F), best fund in the 2035+ Target Date Portfolio category over the past five-year period ending July 31, 2022, out of a total of 11 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -14.95% (one year), 4.82% (three years), 4.76%(five years), 8.61% (ten years) and 7.16% (since inception November 2005).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), 3 (five years), 4 (ten years).
Fidelity ClearPath® 2060 Portfolio
Fidelity ClearPath® 2060 Portfolio (Series F), best fund in the 2035+ Target Date Portfolio category over the past three-year period ending July 31, 2022, out of a total of 13 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -14.96% (one year), 4.81% (three years), and 4.83% (since inception May 2018).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), N/A (five years), N/A (ten years).
Fidelity Dividend Fund
Fidelity Dividend Fund (Series F), best fund in the Canadian Dividend & Income Equity category over the past five-year period ending July 31, 2022, out of a total of 58 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: 1.71% (one year), 11.45% (three years), 9.09% (five years), 8.99% (ten years), and 9.02% (since inception May 2005).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 4 (ten years).
Fidelity International Growth Fund
Fidelity International Growth Fund (Series F), best fund in the International Equity category over the past ten-year period ending July 31, 2022, out of a total of 47 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -20.75% (one year), 1.68% (three years), 4.02% (five years), 9.00% (ten years) and 2.71% (since inception October 2000).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 4 (three years), 5 (five years), 5 (ten years).
Fidelity Technology Innovators Fund
Fidelity Technology Innovators Fund (Series F), best fund in the Sector Equity category over the past three-year, five-year and ten-year periods ending July 31, 2022, out of a total of 19, 18 and 15 funds, respectively.
Performance for the Fund for the period ended October 31, 2022, is as follows: -14.54% (one year), 15.24% (three years), 15.74% (five years), 22.26% (ten years) and 5.50% (since inception October 2000).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years).
Fidelity U.S. High Quality Currency Neutral Index ETF
Fidelity U.S. High Quality Currency Neutral Index ETF, best ETF in the US Equity category over the past three-year period ending July 31, 2022, out of a total of 56 funds.
Performance for the Fund for the period ended October 31, 2022, is as follows: -11.17% (one year), 11.69% (three years), and 13.49% (since inception January 2019).
The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), N/A (five years), N/A (ten years).
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.
