Returns Chart

Fidelity Founders Currency Neutral Class Series T8 (FID6331) Total Return
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Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%14.67%

Key Stats

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Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.60% 45.88M 0.59% 23.40%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-6.070M 14.67% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve long-term capital growth. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in securities of that fund. The underlying fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies anywhere in the world, with an emphasis on U.S. equity securities. It seeks to identify investment opportunities in equity securities of founder-involved companies.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 33
-475.87M Peer Group Low
1.062B Peer Group High
1 Year
% Rank: 65
-6.070M
-5.251B Peer Group Low
3.387B Peer Group High
3 Months
% Rank: 74
-699.72M Peer Group Low
1.358B Peer Group High
3 Years
% Rank: 54
-4.645B Peer Group Low
5.609B Peer Group High
6 Months
% Rank: 72
-5.153B Peer Group Low
1.851B Peer Group High
5 Years
% Rank: 40
-2.506B Peer Group Low
6.740B Peer Group High
YTD
% Rank: 67
-5.153B Peer Group Low
1.851B Peer Group High
10 Years
% Rank: 41
-3.870B Peer Group Low
8.732B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
26.55%
42.04%
16.51%
-28.15%
29.33%
29.53%
5.74%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
10.11%
--
22.10%
41.87%
16.16%
-22.49%
28.30%
40.98%
2.18%
--
--
--
19.20%
-29.44%
23.47%
14.32%
3.59%
--
--
--
16.43%
-26.23%
21.05%
20.58%
1.89%
--
--
--
--
-29.68%
22.73%
26.17%
0.61%
As of July 08, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-7-25) 0.10%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 38.00
Weighted Average Price to Sales Ratio 9.746
Weighted Average Price to Book Ratio 10.34
Weighted Median ROE 24.76%
Weighted Median ROA 14.13%
ROI (TTM) 19.59%
Return on Investment (TTM) 19.59%
Earning Yield 0.0322
LT Debt / Shareholders Equity 0.8039
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 36.43%
EPS Growth (3Y) 19.02%
EPS Growth (5Y) 27.85%
Sales Growth (1Y) 20.38%
Sales Growth (3Y) 18.33%
Sales Growth (5Y) 23.04%
Sales per Share Growth (1Y) 23.38%
Sales per Share Growth (3Y) 17.69%
Operating Cash Flow - Growth Ratge (3Y) 33.56%
As of May 31, 2025

Asset Allocation

Created with Highcharts 11.1.0
As of May 31, 2025.
Type % Net
Cash 1.14%
Stock 97.89%
Bond 0.14%
Convertible 0.01%
Preferred 0.29%
Other 0.53%
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Top 10 Holdings

Created with Highcharts 11.1.0
Name % Weight Price % Change
CAD Forward Contract
95.26% -- --
Microsoft Corp 5.85% 496.58 -0.23%
NVIDIA Corp 5.47% 160.04 1.14%
Amazon.com Inc 5.39% 219.43 -1.81%
Meta Platforms Inc 5.16% 720.81 0.34%
Alphabet Inc 4.17% 175.25 -1.30%
Fidelity U.S. Money Market Investment Trust Sr O
2.77% -- --
Berkshire Hathaway Inc 2.53% 477.50 -0.11%
Netflix Inc 2.39% 1275.06 -1.13%
Apollo Asset Management, Inc. 2.01% 145.05 2.49%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 5000.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The Fund aims to achieve long-term capital growth. It seeks a similar return to its underlying fund, which is also managed by Fidelity, by investing substantially all of its assets in securities of that fund. The underlying fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies anywhere in the world, with an emphasis on U.S. equity securities. It seeks to identify investment opportunities in equity securities of founder-involved companies.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Fidelity Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-7-25) 0.10%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 38.00
Weighted Average Price to Sales Ratio 9.746
Weighted Average Price to Book Ratio 10.34
Weighted Median ROE 24.76%
Weighted Median ROA 14.13%
ROI (TTM) 19.59%
Return on Investment (TTM) 19.59%
Earning Yield 0.0322
LT Debt / Shareholders Equity 0.8039
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 36.43%
EPS Growth (3Y) 19.02%
EPS Growth (5Y) 27.85%
Sales Growth (1Y) 20.38%
Sales Growth (3Y) 18.33%
Sales Growth (5Y) 23.04%
Sales per Share Growth (1Y) 23.38%
Sales per Share Growth (3Y) 17.69%
Operating Cash Flow - Growth Ratge (3Y) 33.56%
As of May 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 11/30/2024
Last Prospectus Date --
Share Classes
FID6325 Commission-based Advice
FID6328 Commission-based Advice
FID6334 Commission-based Advice
FID6335 Commission-based Advice
FID6336 Commission-based Advice
FID6345 Fee-based Advice
FID6346 Fee-based Advice
FID6347 Fee-based Advice
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund Yes
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:FID6331.TO", "name")
Broad Asset Class: =YCI("M:FID6331.TO", "broad_asset_class")
Broad Category: =YCI("M:FID6331.TO", "broad_category_group")
Prospectus Objective: =YCI("M:FID6331.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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