Fidelity Funds - America Fund Y-Acc-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- 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
- Price/NAV
05 Jun 2025
- 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
Costs
- Ongoing costs
Includes management fees of 0,80 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- Berkshire Hathaway Inc Class B4.1%
- Wells Fargo & Co3.8%
- McKesson Corp3.1%
- Alphabet Inc Class A3.0%
- Elevance Health Inc3.0%
- Labcorp Holdings Inc2.5%
- Bunge Global SA2.4%
- PNC Financial Services Group Inc2.4%
- McCormick & Co Inc Registered Shs Non Vtg2.3%
- Salesforce Inc2.2%