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Fidelity U.S. Focused Stock Systematic Currency Hedged Fund

Fund code: 6863

End investment

Annualized return

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Start NAV

$10.0000

End NAV

$10.4031
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Calendar returns†† (%) 30-Nov-2022

YTD 2022 2021 2020
Fund -23.58 25.43 24.88

Standard period returns†† (%) 30-Nov-2022

1 mo 3 mo 6 mo 1 yr 3 yr Inception
Fund 2.54 -0.51 -4.80 -23.36 7.39 8.13

Why invest in this fund?

  • A concentrated U.S. equity portfolio focused on investing in  large-cap growth companies.
  • Seeks to capitalize on investment opportunities in the world’s largest and most diversified market. 
  • Aims to invest in companies that are expected to grow over the long term and that are trading at a reasonable price.

Risk measures

Risk measures cannot be calculated on funds that are less than three years old. This fund does not yet meet the required criteria.

Risk classification

  1. Low
  2. Low to medium
  3. Medium
  4. Medium to high
  5. High

This fund has a medium volatility rating

Allocation

Asset mix (%)

31-Oct-2022

Sector mix (%)

31-Oct-2022
12 months ago Last month Current month
Information Technology 42.0 26.7 26.0
Health Care 7.1 20.4 22.7
Financials 12.5 13.3 14.2
Consumer Disc. 16.4 13.3 12.2
Industrials 2.6 4.5 7.7
Communication Services 13.2 5.1 4.8
Utilities - 4.0 4.4
Consumer Staples - 5.2 3.6
Energy - 2.9 3.2
Materials 5.5 - -
Real Estate - - -

Top ten holdings

  1. Apple
  2. UnitedHealth Group
  3. Microsoft
  4. ALPHABET INC CL A
  5. Amazon.com
  6. S&P Global
  7. Estée Lauder
  8. Constellation Energy
  9. Eli Lilly
  10. TRAVELERS COMPANIES INC
Total number of holdings 40
Top ten holdings aggregate 48.9%
  1. UnitedHealth Group
  2. Microsoft
  3. VISA INC CL A
  4. MasterCard, Cl. A
  5. ALPHABET INC CL A
  6. Pioneer Natural Resources
  7. Apple
  8. Estée Lauder
  9. Coca Cola
  10. S&P Global
Total number of holdings 43
Top ten holdings aggregate 49.9%
  1. ALPHABET INC CL A
  2. Microsoft
  3. Apple
  4. UnitedHealth Group
  5. S&P Global
  6. MasterCard, Cl. A
  7. VISA INC CL A
  8. Pioneer Natural Resources
  9. Cognizant Technology Solutions
  10. Amazon.com
Total number of holdings 43
Top ten holdings aggregate 54.1%
  1. Microsoft
  2. Marvell Technology
  3. ALPHABET INC CL A
  4. S&P Global
  5. Nvidia
  6. Apple
  7. Amazon.com
  8. Intuit
  9. ON Semiconductor
  10. Adobe
Total number of holdings 44
Top ten holdings aggregate 51.2%
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