Strategic Advisers® Core Fund (FCSAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund allocates assets among affiliated equity funds and non-affiliated equity funds that participate in Fidelity's FundsNetwork-- and non-affiliated ETFs and sub-advisers. It allocates assets among sub-advisers considering factors including- but not limited to- a sub-adviser's investment approach- the characteristics of a sub-adviser's typical investment portfolio- and a sub-adviser's performance patterns in different market environments. The fund invests primarily in securities of companies with large market capitalizations.


1 month-1.33% 3 years+10.88%
3 months+6.26% 5 years+14.22%
1 year+19.28% Since inception+13.51%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.22%+14.24%
Expense ratio0.74%0.98%
Risk 5 year sharpe ratio1.481.37
Net assets$25.4B$5.6B
Average market cap$79.8B$126.0B
Average P/E22.423.7
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJohn Stone / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock95.66%
International stock3.06%
Fixed income1.02%
Top 5 Sectors
Portfolio weighting
Financial service 16.13%
Industrial materials 13.99%
Energy 12.75%
Hardware 10.21%
Healthcare 9.91%
Top 10 Holdings
Portfolio weighting
JLPSX JPMorgan U.S. Large Cap Core Plus Fund Class I Shares7.11%
FUQIX Fidelity® SAI U.S. Quality Index Fund6.63%
AAPL Apple2.49%
MSFT Microsoft2.12%
FLCPX Fidelity® SAI U.S. Large Cap Index Fund1.99%
GOOG Google1.94%
C Citigroup1.58%
JPM JPMorgan Chase1.50%
BAC Bank of America1.45%
FB Facebook1.37%