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Fidelity Small Cap America Sr S5 (0P0000YRHW)

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31.370 +0.150    +0.49%
26/11 - Delayed Data. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 1.91B
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Equity
Fidelity Small Cap America Sr S5 31.370 +0.150 +0.49%

0P0000YRHW Overview

 
On this page you'll find an in-depth profile of Fidelity Small Cap America Sr S5. Learn about the key management, total assets, investment strategy and contact information of 0P0000YRHW among other information.
Category

US Small/Mid Cap Equity

Total Assets

1.91B

Expenses

Inception Date

Apr 17, 2013

Investment Strategy

The fund aims to achieve long-term capital growth. It invests primarily in equity securities of U.S. small capitalization companies.

Contact Information

Address Suite 300
Toronto,ON M5G 2N7
Canada
Phone 416 307 5200
Fax 416 307 5253

Top Executives

Name Title Since Until
Steve W MacMillan Portfolio Manager 2011 Now
Biography Steve MacMillan is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He manages Fidelity Small Cap America Fund and is a member of Team Canada, the Canadian equity research team for investment products sold through Fidelity Investments Canada ULC. Steve earned a BBA from Wilfred Laurier University and is a Chartered Financial Analyst charterholder.
Ethan Hugo - 2008 2011
Biography Ethan Hugo is a portfolio manager for Fidelity Investments who joined Fidelity in 2005 as a research analyst. He is a former sector analyst on Fidelity American Disciplined Equity® Fund. Mr. Hugo received a BA in economics from Princeton University and is a member of the Boston Security Analysts Society.
Forrest St. Clair Research Analyst, Manager 2008 2011
Biography Forrest St. Clair is a portfolio manager for Fidelity Investments. He joined Fidelity in 1998 as an equity research associate, covering the industrials, restaurant, food packaging and specialty retail sectors. Mr. St.Clair left Fidelity in 2005 to co-found Skystone Capital Management, and subsequently returned to Fidelity as a U.S. small cap portfolio manager in 2008. He received a BA in biology from Williams College in 1998.
Yolanda S. Strock equity analyst/portfolio Manager 2001 2009
Biography Yolanda Strock joined Fidelity in 1997 where she is the sector leader of the Health Care Equity Resesarch group. She began managing Fidelity Select Biotechnology Portfolio in February 2000, and assumed her other fund management responsibilities and role of sector leader in June 2000. Yolanda has an MBA in Finance from the Fuqua School of Business at Duke University, a BSc in Marketing from the Wharton School of Business and a BA in economics from the University of Pennsylvania.
Timothy A. Krochuk managing Member 1999 2009
Biography TIMOTHY A. KROCHUK is a Managing Member of GRT Capital Partners and a Portfolio Manager. Mr. Krochuk has been with the Adviser since its inception in 2001 and is one of its founding members. He has been involved with investment management and research since 1992. Mr. Krochuk holds the Chartered Financial Analyst designation. He holds an AB in economics from Harvard College (1992). While at Harvard, Mr. Krochuk was also the President of TAK Programming Group Inc., a systems integration firm.
Thomas Hense Vice President 2005 2008
Biography Hense is a vice president and portfolio manager with Fidelity Investments. Since joining Fidelity Investments in 1993, Hense has been a research analyst, co-director of equity research, and a portfolio manager.
James M. Harmon Portfolio Manager 2000 2005
Biography Mr. Harmon is a portfolio manager with Fidelity Investments, his employer since 1995. He joined the firm as an equity analyst covering biotechnology and smaller health-care services companies. Previously, Mr. Harmon has worked as a research analyst, portfolio assistant in Fidelity Investments. Before that he was a junior analyst with Essex Investment Management Co., Inc.
Bradford F. Lewis Vice President, Portfolio Manager, Head 1994 2005
Biography Lewis is a vice president and portfolio manager with Fidelity Investments. He also currently serves as head of the company's quantitative group. He joined the firm in 1985 as an equity research analyst. Previously, he spent one year as an analyst with Wilmington Trust, and six years as an aviator in the U.S. Navy. Lewis is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.
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