Q: Hi Your opinion please : US fonds TDB 410.
Fonds Fidelity Situations spéciales Série F
Categorie Fidelity Innovations mondiales Serie F
thanks
Jean Guy
Fonds Fidelity Situations spéciales Série F
Categorie Fidelity Innovations mondiales Serie F
thanks
Jean Guy
5i Research Answer:
TDB410 invests primarily in common stocks of large and medium-sized blue chip companies based in the USA. Since-inception return is 7.3%, assets are $6.7B, fees are 1.04%. It lost 34.4% in 2022 and 3.2% in 2016. It went up 10% in 2018 which was much better than average. BUT..overall, it is just really a generic US fund. Technology is 29%, healthcare 19%. Its five year performance is 12.39%, an equivalent US ETF, with fees of only 0.09%, is 15.79%.
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