FIDELITY ADVANCED U S EQUITY FUND UNITS ETF SERIESFIDELITY ADVANCED U S EQUITY FUND UNITS ETF SERIESFIDELITY ADVANCED U S EQUITY FUND UNITS ETF SERIES

FIDELITY ADVANCED U S EQUITY FUND UNITS ETF SERIES

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Key stats


Assets under management (AUM)
‪1.61 M‬CAD
Fund flows (1Y)
‪61.17 K‬CAD
Dividend yield (indicated)
Discount/Premium to NAV
−0.1%
Shares outstanding
‪65.00 K‬
Expense ratio

About FIDELITY ADVANCED U S EQUITY FUND UNITS ETF SERIES


Issuer
483A Bay Street Holdings LP
Brand
Fidelity
Home page
Inception date
Jan 28, 2025
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Primary advisor
Fidelity Investments Canada ULC
The fund is actively managed to construct a broad portfolio of US equities focused on achieving long-term capital appreciation. The fund utilizes Fidelitys investment insights generated through fundamental research and implemented through quantitative techniques. The quantitative techniques aim to transform data, with a goal of achieving repeatable and consistent investment processes. Constituent selection is done systematically. The fund does not tilt towards any investment style, with no market cap requirement.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.