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Please find the attached market pieces below:? ??Week in Review: This is a great, client-friendly piece that explained what happened in the market last weekFidelity Funds with embedded foreign content? – Canadian Equity, Income Balanced? and U.S. Focused Canadian Equity Funds??????Fund nameYTD %6 mo %1 yr %3 yr %3yr Risk*Embedded Foreign**Fidelity Dividend-B????????? 3.27 ????????? 4.61 ????????? 7.38 ????????? 8.20 ????????? 6.34 18%Fidelity Canadian Large Cap-B????????? 7.76 ??????? 10.82 ????????? 7.87 ??????? 14.35 ????????? 8.12 49%Fidelity Dividend Plus-B????????? 3.43 ????????? 3.10 ??????? 10.89 ??????? 10.71 ????????? 8.96 30%Fidelity Canadian Growth Company-B????????? 9.62 ??????? 15.65 ??????? 15.92 ??????? 11.44 ??????? 10.32 49%Fidelity Special Situations-B????????? 7.57 ??????? 15.04 ??????? 15.15 ??????? 10.18 ??????? 13.52 48%???????*As of January 31, 2013 from ??????**As of Decemeber 31, 2013 from Fidelity.ca????????????????????Income Balanced Funds??????Fund nameYTD %6 mo %1 yr %3 yr %3yr Risk*Embedded Foreign**Fidelity Global Income Portfolio-B????????? 2.23 ????????? 4.18 ????????? 6.84 ????????? 6.33 ????????? 4.04 65%Fidelity Income Allocation-B????????? 2.89 ????????? 3.11 ????????? 5.24 ????????? 7.85 ????????? 4.51 25%Fidelity Monthly Income-B????????? 3.31 ????????? 4.98 ????????? 6.97 ????????? 8.64 ????????? 4.56 33%Fidelity Global Monthly Income-B????????? 3.77 ????????? 5.68 ??????? 10.16 ????????? 7.11 ????????? 5.69 100%Fidelity Global Balanced Port-B????????? 3.37 ????????? 6.72 ????????? 8.76 ????????? 6.80 ????????? 6.34 65%Fidelity U.S. Monthly Income B????????? 6.66 n/a n/a n/a n/a 100%???????*As of January 31, 2013 from ??????**As of Decemeber 31, 2013 from Fidelity.ca????????????????????U.S. Focused Funds??????Fund nameYTD %6 mo %1 yr %3 yr %3yr Risk*Embedded Foreign**Fidelity U.S. Focused Stock-B????????? 8.69 ????????? 7.52 ??????? 11.43 ????????? 7.37 ??????? 10.50 100%Fidelity Small-Cap America-B??????? 11.47 ??????? 14.76 ??????? 24.64 ??????? 18.65 ??????? 12.06 94%Fidelity U.S. Dividend B??????? 10.61 n/a n/a n/a n/a 100%???????*As of January 31, 2013 from ??????**As of Decemeber 31, 2013 from Fidelity.ca?????????????U.S. Dividend Fund for Registered accounts. U.S. dividend opportunities for certain registered accounts.? A tax-efficient solution for certain registered accounts only, Fidelity U.S. Dividend Registered Fund aims to provide a combination of U.S. dividend income and growth by investing primarily in high-quality dividend-paying equities, same fund as the Fidelity U.S. Dividend Fund.? The MAIN difference is that this fund will eliminate the 15% withholding tax.????????????????? Eligible accounts: RSP, RRIF, LIF, LRIF, LIRA?????????? Ineligible accounts: Non registered, RESP, TFSA?15 Tax Credits to help Clients Save – Great piece that gives your clients 15 ways to try and save as much tax as possibleWhat the Budget Battle Means for Investors – Client friendly article that talks on how the budget discussions have become a new norm that can yield positive results for investors? ................
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