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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 (underlying funds) and sub-advisers. It invests in underlying funds that establish long and short positions in equity securities and may use derivatives to obtain significant amounts of long or short exposure. The fund invests primarily in securities of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the S&P 500  Index).


1 month+2.40% 3 years+8.74%
3 months+4.92% 5 years+14.91%
1 year+20.41% Since inception+12.18%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.91%+11.74%
Expense ratio0.81%1.00%
Risk 5 year sharpe ratio1.451.35
Net assets$23.2B$4.7B
Average market cap$74.1B$110.0B
Average P/E21.021.2
Portfolio turnover85%85%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureColin Morris / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock94.18%
International stock3.72%
Fixed income0.64%
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 Shares8.78%
FUQIX Fidelity® SAI U.S. Quality Index Fund6.66%
AAPL Apple2.56%
MSFT Microsoft1.93%
GOOG Google1.71%
JPM JPMorgan Chase1.36%
BAC Bank of America1.27%
C Citigroup1.27%
JNJ Johnson & Johnson1.22%
PSPTX PIMCO StocksPLUS® Absolute Return Fund Institutional Class1.17%