Fidelity Funds - America Fund Y-Acc-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Minst 70 % investert i andeler i amerikanske selskaper. Har frihet til å investere utenfor fondets geografiske hovedområder, markedssektorer, industrier eller aktivaklasser. Kan bruke derivater for å redusere risiko eller kostnader eller for å generere ytterligere kapital eller inntekt på linje med fondets risikoprofil.
Investment horizon
- Fidelity Funds - America Fund Y-Acc-USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
10 Dec 2025
- Margin rate
- Start date21 Oct 2007
- ISINLU0318939179
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,80 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Alphabet Inc Class A5.1%
- Berkshire Hathaway Inc Class B3.6%
- Wells Fargo & Co3.1%
- Bunge Global SA2.8%
- McKesson Corp2.7%
- Union Pacific Corp2.4%
- Elevance Health Inc2.3%
- Caterpillar Inc2.3%
- Exelon Corp2.2%
- Salesforce Inc2.1%