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Overall rating
based on Series F
Fidelity All-in-One Balanced ETF Fund

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★★

---

---

1 YEAR

19.2%

3 YEARS

6.1%

5 YEARS

-

SINCE INCEPTION
January 26 2021

7.1%
Fidelity All-in-One Growth ETF Fund

★★★★★

Global Equity Balanced

3 YEARSof 1,028 FUNDS

5 YEARSof 917 FUNDS

10 YEARSof 488 FUNDS

★★★★★

---

---

1 YEAR

23.7%

3 YEARS

9.0%

5 YEARS

-

SINCE INCEPTION
January 26 2021

10.6%
Fidelity American Balanced Fund

★★★★★

Global Equity Balanced

3 YEARSof 1,028 FUNDS

5 YEARSof 917 FUNDS

10 YEARSof 488 FUNDS

★★★★★

★★★★★

---

1 YEAR

18.8%

3 YEARS

6.5%

5 YEARS

8.9%

SINCE INCEPTION
May 6 2015

8.6%
Fidelity American Disciplined Equity^® Fund

★★★★★

U.S. Equity

3 YEARSof 1,028 FUNDS

5 YEARSof 894 FUNDS

10 YEARSof 531 FUNDS

★★★★★

★★★★★

★★★★

1 YEAR

29.2%

3 YEARS

12.2%

5 YEARS

16.5%

10 YEARS

14.1%
Fidelity American High Yield Fund

★★★★★

High Yield Fixed Income

3 YEARSof 239 FUNDS

5 YEARSof 218 FUNDS

10 YEARSof 155 FUNDS

★★★★★

★★★★

★★★★★

1 YEAR

11.0%

3 YEARS

5.3%

5 YEARS

4.6%

10 YEARS

6.6%
Fidelity
AsiaStar^® Fund

★★★★★

Asia Pacific Equity

3 YEARSof 36 FUNDS

5 YEARSof 34 FUNDS

10 YEARSof 21 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

17.8%

3 YEARS

1.1%

5 YEARS

8.4%

10 YEARS

9.2%
Fidelity Balanced Income Currency Neutral Private Pool

★★★★★

Canadian Fixed Income Balanced

3 YEARSof 344 FUNDS

5 YEARSof 307 FUNDS

10 YEARSof 216 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

13.0%

3 YEARS

2.7%

5 YEARS

4.8%

10 YEARS

4.3%
Fidelity Balanced Income Private Pool Trust

★★★★★

Canadian Fixed Income Balanced

3 YEARSof 344 FUNDS

5 YEARSof 307 FUNDS

10 YEARSof 216 FUNDS

★★★★★

---

---

1 YEAR

13.2%

3 YEARS

3.2%

5 YEARS

-

SINCE INCEPTION
May 18 2021

4.4%
Fidelity Balanced Income Private Pool

★★★★★

Canadian Fixed Income Balanced

3 YEARSof 344 FUNDS

5 YEARSof 307 FUNDS

10 YEARSof 216 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

13.2%

3 YEARS

3.2%

5 YEARS

4.9%

10 YEARS

5.1%
Fidelity Balanced Portfolio

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★★

★★★★★

★★★★

1 YEAR

16.4%

3 YEARS

4.9%

5 YEARS

7.4%

10 YEARS

6.9%
Fidelity Canadian Growth Company Fund

★★★★★

Canadian Focused Equity

3 YEARSof 473 FUNDS

5 YEARSof 456 FUNDS

10 YEARSof 321 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

30.0%

3 YEARS

10.9%

5 YEARS

15.3%

10 YEARS

14.4%
Fidelity Canadian Large Cap Fund

★★★★★

Canadian Focused Equity

3 YEARSof 473 FUNDS

5 YEARSof 456 FUNDS

10 YEARSof 321 FUNDS

★★★★★

★★★★★

★★★★

1 YEAR

15.4%

3 YEARS

12.5%

5 YEARS

13.6%

10 YEARS

9.8%
Fidelity Canadian Opportunities Fund

★★★★★

Canadian Equity

3 YEARSof 522 FUNDS

5 YEARSof 467 FUNDS

10 YEARSof 299 FUNDS

★★★

★★★★★

★★★★★

1 YEAR

11.8%

3 YEARS

7.7%

5 YEARS

15.7%

10 YEARS

11.9%
Fidelity China Fund

★★★★★

Greater China Equity

3 YEARSof 57 FUNDS

5 YEARSof 54 FUNDS

10 YEARSof 35 FUNDS

★★★★★

★★★★

★★★★★

1 YEAR

-6.5%

3 YEARS

-2.7%

5 YEARS

-0.2%

10 YEARS

5.2%
Fidelity ClearPath^®
2025 Portfolio

★★★★★

2025 Target Date Portfolio

3 YEARSof 22 FUNDS

5 YEARSof 17 FUNDS

10 YEARSof 11 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

14.1%

3 YEARS

2.1%

5 YEARS

5.8%

10 YEARS

6.0%
Fidelity ClearPath^®
2030 Portfolio

★★★★★

2030 Target Date Portfolio

3 YEARSof 20 FUNDS

5 YEARSof 20 FUNDS

10 YEARSof 13 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

15.7%

3 YEARS

3.0%

5 YEARS

7.0%

10 YEARS

6.7%
Fidelity ClearPath^®
2045 Portfolio

★★★★★

2035+ Target Date Portfolio

3 YEARSof 36 FUNDS

5 YEARSof 29 FUNDS

10 YEARSof 15 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

20.5%

3 YEARS

5.6%

5 YEARS

10.3%

10 YEARS

8.7%
Fidelity ClearPath^®
2050 Portfolio

★★★★★

2035+ Target Date Portfolio

3 YEARSof 36 FUNDS

5 YEARSof 29 FUNDS

10 YEARSof 15 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

20.5%

3 YEARS

5.6%

5 YEARS

10.3%

10 YEARS

8.6%
Fidelity ClearPath^®
2055 Portfolio

★★★★★

2035+ Target Date Portfolio

3 YEARSof 36 FUNDS

5 YEARSof 29 FUNDS

10 YEARSof 15 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

20.5%

3 YEARS

5.6%

5 YEARS

10.3%

10 YEARS

8.6%
Fidelity ClearPath^®
2060 Portfolio

★★★★★

2035+ Target Date Portfolio

3 YEARSof 36 FUNDS

5 YEARSof 29 FUNDS

10 YEARSof 15 FUNDS

★★★★★

★★★★★

---

1 YEAR

20.5%

3 YEARS

5.6%

5 YEARS

10.3%

SINCE INCEPTION
May 15 2018

9.0%
Fidelity Concentrated Value Private Pool

★★★★★

Canadian Focused Equity

3 YEARSof 473 FUNDS

5 YEARSof 456 FUNDS

10 YEARSof 321 FUNDS

★★★★★

★★★★★

★★★★

1 YEAR

15.5%

3 YEARS

12.6%

5 YEARS

13.7%

10 YEARS

9.9%
Fidelity
Dividend Fund

★★★★★

Canadian Dividend & Income Equity

3 YEARSof 372 FUNDS

5 YEARSof 350 FUNDS

10 YEARSof 233 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

17.4%

3 YEARS

8.6%

5 YEARS

11.1%

10 YEARS

8.4%
Fidelity Floating Rate High Income Fund

★★★★★

Floating Rate Loans

3 YEARSof 72 FUNDS

5 YEARSof 67 FUNDS

10 YEARSof 45 FUNDS

★★★★★

★★★★

★★★★★

1 YEAR

8.1%

3 YEARS

8.1%

5 YEARS

5.1%

10 YEARS

6.2%
Fidelity Founders^® Class

★★★★★

Global Equity

3 YEARSof 1,452 FUNDS

5 YEARSof 1,246 FUNDS

10 YEARSof 607 FUNDS

★★★★

★★★★★

---

1 YEAR

29.1%

3 YEARS

8.3%

5 YEARS

16.8%

SINCE INCEPTION
April 18 2018

15.8%
Fidelity Global Growth and Value Currency Neutral Class

★★★★★

Global Equity

3 YEARSof 1,452 FUNDS

5 YEARSof 1,246 FUNDS

10 YEARSof 607 FUNDS

★★★★

★★★★★

---

1 YEAR

28.6%

3 YEARS

9.0%

5 YEARS

14.2%

SINCE INCEPTION
June 14 2018

11.0%
Fidelity Global Balanced Portfolio

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

17.6%

3 YEARS

4.8%

5 YEARS

7.4%

10 YEARS

7.4%
Fidelity Global Growth and Value Class

★★★★★

Global Equity

3 YEARSof 1,452 FUNDS

5 YEARSof 1,246 FUNDS

10 YEARSof 607 FUNDS

★★★★★

★★★★★

---

1 YEAR

28.9%

3 YEARS

10.6%

5 YEARS

14.5%

SINCE INCEPTION
June 14 2018

11.6%
Fidelity Global Growth Portfolio

★★★★★

Global Equity Balanced

3 YEARSof 1,028 FUNDS

5 YEARSof 917 FUNDS

10 YEARSof 488 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

22.1%

3 YEARS

6.8%

5 YEARS

10.4%

10 YEARS

9.6%
Fidelity Global
Income Portfolio

★★★★★

Global Fixed Income Balanced

3 YEARSof 765 FUNDS

5 YEARSof 675 FUNDS

10 YEARSof 299 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

14.0%

3 YEARS

3.5%

5 YEARS

5.2%

10 YEARS

5.7%
Fidelity Global Innovators^® Class

★★★★★

Global Equity

3 YEARSof 1,452 FUNDS

5 YEARSof 1,246 FUNDS

10 YEARSof 607 FUNDS

★★★★

★★★★★

---

1 YEAR

45.8%

3 YEARS

11.8%

5 YEARS

24.1%

SINCE INCEPTION
NOVEMBER 1 2017

22.0%
Fidelity Global Intrinsic Value Currency Neutral Class

★★★★★

Global Small/Mid Cap Equity

3 YEARSof 196 FUNDS

5 YEARSof 150 FUNDS

10 YEARSof 79 FUNDS

★★★★★

★★★★★

---

1 YEAR

21.7%

3 YEARS

9.5%

5 YEARS

12.7%

SINCE INCEPTION
OCTOBER 28 2015

9.3%
Fidelity Global Intrinsic Value Class

★★★★★

Global Small/Mid Cap Equity

3 YEARSof 196 FUNDS

5 YEARSof 150 FUNDS

10 YEARSof 79 FUNDS

★★★★★

★★★★★

---

1 YEAR

21.6%

3 YEARS

9.5%

5 YEARS

12.2%

SINCE INCEPTION
May 6 2015

10.1%
Fidelity Global Monthly High Income ETF Fund

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★★

---

---

1 YEAR

15.6%

3 YEARS

5.8%

5 YEARS

-

SINCE INCEPTION
January 22 2020

5.1%
Fidelity Greater Canada Fund

★★★★★

Canadian Focused Equity

3 YEARSof 473 FUNDS

5 YEARSof 456 FUNDS

10 YEARSof 321 FUNDS

★★★

★★★★★

★★★★★

1 YEAR

10.7%

3 YEARS

5.6%

5 YEARS

18.4%

10 YEARS

14.3%
Fidelity Growth Portfolio

★★★★★

Global Equity Balanced

3 YEARSof 1,028 FUNDS

5 YEARSof 917 FUNDS

10 YEARSof 488 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

20.3%

3 YEARS

7.0%

5 YEARS

10.5%

10 YEARS

9.1%
Fidelity Income Allocation Fund

★★★★★

Canadian Fixed Income Balanced

3 YEARSof 344 FUNDS

5 YEARSof 307 FUNDS

10 YEARSof 216 FUNDS

★★★★

★★★★

★★★★★

1 YEAR

11.4%

3 YEARS

2.6%

5 YEARS

3.8%

10 YEARS

4.4%
Fidelity Income Portfolio

★★★★★

Global Fixed Income Balanced

3 YEARSof 765 FUNDS

5 YEARSof 675 FUNDS

10 YEARSof 299 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

13.0%

3 YEARS

3.3%

5 YEARS

5.0%

10 YEARS

5.2%
Fidelity Insights Class^®

★★★★★

U.S. Equity

3 YEARSof 1,028 FUNDS

5 YEARSof 894 FUNDS

10 YEARSof 531 FUNDS

★★★★

★★★★★

---

1 YEAR

36.5%

3 YEARS

11.1%

5 YEARS

16.8%

SINCE INCEPTION
January 26 2017

17.0%
Fidelity North American Equity Class

★★★★★

North American Equity

3 YEARSof 125 FUNDS

5 YEARSof 93 FUNDS

10 YEARSof 30 FUNDS

★★★★

★★★★★

---

1 YEAR

26.4%

3 YEARS

10.0%

5 YEARS

14.8%

SINCE INCEPTION
October 28 2015

12.8%
Fidelity NorthStar^® Fund

★★★★★

Global Small/Mid Cap Equity

3 YEARSof 196 FUNDS

5 YEARSof 150 FUNDS

10 YEARSof 79 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

20.1%

3 YEARS

7.4%

5 YEARS

12.4%

10 YEARS

8.7%
Fidelity Sustainable World ETF Fund

★★★★★

Global Equity

3 YEARSof 1,452 FUNDS

5 YEARSof 1,246 FUNDS

10 YEARSof 607 FUNDS

★★★★

★★★★★

---

1 YEAR

23.0%

3 YEARS

8.0%

5 YEARS

12.5%

SINCE INCEPTION
June 6 2019

12.2%
Fidelity Tactical High Income Fund

★★★★★

Tactical Balanced

3 YEARSof 286 FUNDS

5 YEARSof 263 FUNDS

10 YEARSof 132 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

11.9%

3 YEARS

4.7%

5 YEARS

8.9%

10 YEARS

9.2%
Fidelity True North^® Fund

★★★★★

Canadian Equity

3 YEARSof 522 FUNDS

5 YEARSof 467 FUNDS

10 YEARSof 299 FUNDS

★★★

★★★★★

★★★★★

1 YEAR

16.7%

3 YEARS

7.2%

5 YEARS

11.1%

10 YEARS

8.4%
Fidelity U.S. High Quality ETF Fund

★★★★★

U.S. Equity

3 YEARSof 1,028 FUNDS

5 YEARSof 894 FUNDS

10 YEARSof 531 FUNDS

★★★★★

★★★★★

---

1 YEAR

23.3%

3 YEARS

11.8%

5 YEARS

16.4%

SINCE INCEPTION
January 24 2019

17.3%
Fidelity U.S. Equity Private Pool

★★★★★

U.S. Equity

3 YEARSof 1,028 FUNDS

5 YEARSof 894 FUNDS

10 YEARSof 531 FUNDS

★★★★★

★★★★★

★★★★

1 YEAR

29.2%

3 YEARS

12.2%

5 YEARS

16.5%

10 YEARS

14.3%
Fidelity U.S. Focused Stock Fund

★★★★★

U.S. Equity

3 YEARSof 1,028 FUNDS

5 YEARSof 894 FUNDS

10 YEARSof 531 FUNDS

★★★★

★★★★★

★★★★★

1 YEAR

33.5%

3 YEARS

10.4%

5 YEARS

17.3%

10 YEARS

16.6%
Fidelity U.S. Growth and Income Private Pool

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★★

★★★★★

★★★★★

1 YEAR

20.4%

3 YEARS

7.0%

5 YEARS

8.9%

10 YEARS

9.5%
Fidelity U.S Monthly Income Fund

★★★★★

Global Neutral Balanced

3 YEARSof 1,343 FUNDS

5 YEARSof 1,158 FUNDS

10 YEARSof 653 FUNDS

★★★★★

★★★★

★★★★★

1 YEAR

15.2%

3 YEARS

5.1%

5 YEARS

6.7%

10 YEARS

7.9%

Overall rating based on Series F Cote générale basée sur la série F

FIDELITY AMERICAN BALANCED FUND AP


GLOBAL EQUITY BALANCED
3 YEARS	5 YEARS	10 YEARS
of 725 FUNDS	of 492 FUNDS	of 254 FUNDS

1 YEARS		4.7%
3 YEARS		7.5%
5 YEARS		--
SINCE INCEPTION MAY 6, 2015		8.9%

GLOBAL EQUITY BALANCED

3 YEARSANS of 725 FUNDS #

5 YEARSANS of 492 FUNDS #

10 YEARSANS of 254 FUNDS #

1 YEAR	4.7%
3 YEARS	7.5%
5 YEARS	-
SINCE INCEPTION MAY 6, 2015	8.9%

Source: Fidelity Investments Canada ULC. Performance shows annual compounded returns as at August 31, 2024 (Series F) net-of-fees, in Canadian dollars.

Read a fund’s prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commissions and may experience a gain or loss. The indicated rates of return are the historical annual compounded total returns including changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution, optional charges or income taxes payable by any security holder that would have reduced returns. If you buy other series of Fidelity funds, the performance will vary largely due to different fees and expenses.

Investors who buy Series F pay investment management fees and expenses to Fidelity. Investors will also pay their dealer a fee for financial advice services in addition to the Series F fees charged by Fidelity.

Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC.

Morningstar Ratings are based on fund returns for periods ending August 31, 2024, and are subject to change monthly. Morningstar Star Ratings are assigned based on the ranked Morningstar Risk-Adjusted Return of each fund compared to other funds in the same CIFSC Category. Morningstar calculates ratings for the three-, five- and ten-year periods and then the Overall Morningstar Rating is based on a weighted average of Morningstar Ratings for available time periods. Morningstar calculates ratings for categories with at least five funds. If a fund scores in the top 10% of its category, it receives five stars; if it falls in the next 22.5%, it receives four stars; the next 35% earns a fund three stars; those in the next 22.5% receive two stars; and the lowest 10% receive one star. For greater detail, see morningstar.ca.

© 2018 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is not a guarantee of future results. Source: Morningstar Direct and Fidelity Investments Canada ULC, as at August 31, 2024.