Fidelity Disruptive Automation Lylty 2 (FBTMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Fidelity Disruptive Automation Lylty 2
Boston, MA 02109
82 Devonshire Street
Fidelity Summer Street Trust
Management information
Charles W Hebard,Lead manager since 15 April 2020
Charlie Hebard is co-manager of each fund, which he has managed since April 2020. He also manages other funds. Since joining Fidelity Investments in 1999, Mr. Hebard has worked as a managing director of research and portfolio manager. Prior to joining Fidelity, Hebard was an assistant vice president for CiticorpSecurities Inc. in the Global Media and Communications division, from 1996 to 1997.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Growth
Fund familyFidelity Investments
Net assets111.22M
YTD return15.29%
Yield0.23%
Morningstar rating★★★★
Inception date15 Apr 2020
Fund operations
Last dividend0.04
Last cap gain-3.00
Holdings turnover22.00%
Average for categoryN/A
Fees and expenses
ExpenseFBTMXCategory average
Annual report expense ratio (net)1.00%1.12%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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