Fidelity US Div for Rsg Rts CcyNetrl ETF (FCRH.TO)
33.60
+0.58
(+1.76%)
CAD |
TSX |
May 03, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.38% | -0.03% | 10.08M | 110.00 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.19% | 3.98% | -2.447M | Upgrade |
Basic Info
Investment Strategy | |
The fund seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Fidelity Canada U.S. Dividend for Rising Rates Currency Neutral Index. This Fidelity ETF invests primarily in dividend-paying equity securities of U.S. companies that have a positive correlation of returns to increasing 10-year U.S. Treasury yields and uses derivatives to try to minimize the exposure of currency fluctuations between the U.S. and Canadian dollars. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | U.S. Dividend & Income Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | Fidelity Investments Canada ULC |
Prospectus Benchmark Index | |
Fidelity Can US Divd RisingRtCury TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 5.62 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
Investment Strategy | |
The fund seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Fidelity Canada U.S. Dividend for Rising Rates Currency Neutral Index. This Fidelity ETF invests primarily in dividend-paying equity securities of U.S. companies that have a positive correlation of returns to increasing 10-year U.S. Treasury yields and uses derivatives to try to minimize the exposure of currency fluctuations between the U.S. and Canadian dollars. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | U.S. Dividend & Income Equity |
Category Index | Morningstar US Market TR CAD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | Fidelity Investments Canada ULC |
Prospectus Benchmark Index | |
Fidelity Can US Divd RisingRtCury TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 5.62 yrs |