LSEG Lipper Fund Awards, © 2023 LSEG. All rights reserved. Used under license.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return and receives a score of 5. The next 20% receive a rating of 4; the middle 20% are rated 3; the next 20% are rated 2, and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. The ratings are subject to change every month. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed by LSEG Lipper.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investments in mutual funds and ETFs. Please read the mutual fund or ETF’s prospectus, which contains detailed investment information, before investing. The indicated rates of return are historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return do not take into account sales, redemption, distribution or option charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
Fidelity ClearPath® 2045 Portfolio
Fidelity ClearPath® 2045 Portfolio (Series F), was awarded the 2023 LSEG Lipper Fund Award in the 2035+ Target Date Portfolio category over the past three- and five-year period ending July 31, 2023, out of a total of 13 and 11 funds, respectively.
Performance for the fund for the period ending October 31, 2023, is as follows: 10.35% (one year), 6.24% (three years), 7.30% (five years), 7.52% (ten years) and 7.34% (since inception November 3, 2005)
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 4 (ten years), 5 (overall).
Fidelity Greater Canada Fund
Fidelity Greater Canada Fund (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Canadian Focused Equity category over the past five- and ten-year period ending July 31, 2023, out of a total of 62 and 55 funds, respectively.
Performance for the Fund for the period ending October 31, 2023, is as follows: 13.02% (one year), 14.11% (three years), 18.63% (five years), 14.00% (ten years) and 10.12% (since inception January 7, 2008).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Emerging Markets Fund
Fidelity Emerging Markets Fund (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Emerging Markets Equity category over the past ten-year period ending July 31, 2023, out of a total of 22 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 15.76% (one year), -1.89% (three years), 6.23% (five years), 5.75% (ten years) and 5.66% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 3 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Growth Portfolio
Fidelity Growth Portfolio (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Global Equity Balanced category over the past five-year period ending July 31, 2023, out of a total of 146 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 6.99% (one year), 6.67% (three years), 8.25% (five years), 8.08% (ten years) and 6.51% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Global Growth Portfolio
Fidelity Global Growth Portfolio (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Global Equity Balanced category over the past ten-year period ending July 31, 2023, out of a total of 103 funds.
Performance for the Fund for the period ending October 31, 2023, is as follows: 9.34% (one year), 5.68% (three years), 7.72% (five years), 8.45% (ten years) and 6.48% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the Fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Global Income Portfolio
Fidelity Global Income Portfolio (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Global Fixed Income Balanced category over the past ten-year period ending July 31, 2023, out of a total of 49 funds.
Performance for the Fund for the period ending October 31, 2023, is as follows: 5.29% (one year), 1.83% (three years), 3.86% (five years), 5.11% (ten years) and 4.75% (since inception April 18, 2007).
The corresponding LSEG Lipper Leader ratings of the Fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity International Growth Fund
Fidelity International Growth Fund (Series F), was awarded the 2023 LSEG Lipper Fund Award in the International Equity category over the past ten-year period ending July 31, 2023, out of a total of 50 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 12.03% (one year), 2.48% (three years), 7.37% (five years), 7.99% (ten years) and 3.09% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 2 (three years), 4 (five years), 5 (ten years), 4 (overall).
Fidelity North American Equity Class
Fidelity North American Equity Class (Series F), was awarded the 2023 LSEG Lipper Fund Award in the North American Equity category over the past five-year period ending July 31, 2023, out of a total of 16 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 8.77% (one year), 9.77% (three years), 12.21% (five years), and 10.41% (since inception October 28, 2015).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), N/A (ten years), 5 (overall).
Fidelity Technology Innovators Fund
Fidelity Technology Innovators Fund (Series F), was awarded the 2023 LSEG Lipper Fund Award in the Sector Equity category over the past three-, five- and ten-year period ending July 31, 2023, out of a total of 17, 17 and 13 funds, respectively.
Performance for the fund for the period ending October 31, 2023, is as follows: 22.48% (one year), 13.28% (three years), 19.04% (five years), 21.03% (ten years) and 6.19% (since inception October 10, 2000).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), 5 (five years), 5 (ten years), 5 (overall).
Fidelity Canadian Value ETF
Fidelity Canadian Value ETF, was awarded the 2023 LSEG Lipper Fund Award in the Canadian Equity category over the past three-year period ending July 31, 2023, out of a total of 45 funds.
Performance for the Fund for the period ending October 31, 2023, is as follows: -0.20% (one year), 15.23% (three years), and 14.08% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the Fund for the same period are as follows: 5 (three years), N/A (five years), N/A (ten years), 5 (overall).
Fidelity Global Monthly High Income ETF
Fidelity Global Monthly High Income ETF, was awarded the 2023 LSEG Lipper Fund Award in the Global Neutral Balanced category over the past three-year period ending July 31, 2023, out of a total of 14 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 4.36% (one year), 5.87% (three years), and 1.56% (since inception January 16, 2020).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), N/A (five years), N/A (ten years), 5 (overall).
Fidelity U.S. Value ETF
Fidelity U.S. Value ETF, was awarded the 2023 LSEG Lipper Fund Award in the U.S. Equity category over the past three-year period ending July 31, 2023, out of a total of 71 funds.
Performance for the fund for the period ending October 31, 2023, is as follows: 8.98% (one year), 20.63% (three years), and 17.19% (since inception June 5, 2020).
The corresponding LSEG Lipper Leader ratings of the fund for the same period are as follows: 5 (three years), N/A (five years), N/A (ten years), 5 (overall).
Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.
