Strategic Advisers® Core Fund (FCSAX)

18.76
Net Asset Value
+0.16%
1 Day
+4.05%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.74%
Expense Ratio
Average
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.

Performance

1 month+1.19% 3 years+10.59%
3 months+4.51% 5 years+13.38%
1 year+15.70% Since inception+12.46%
Data through --

Peer Comparisonvs. Large blend

 FCSAXCategory
Performance 5-yr return+13.38%+11.72%
Expense ratio0.74%0.95%
Risk 5 year sharpe ratio1.171.07
Net assets$25.0B$5.7B
Average market cap$82.0B$152.3B
Average P/E20.120.6
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--

Holdings

U.S. stock95.70%
International stock3.01%
Fixed income1.73%
Cash0.68%
Other0.02%
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
FUQIX Fidelity® SAI U.S. Quality Index Fund7.49%
JLPSX JPMorgan U.S. Large Cap Core Plus Fund Class I Shares6.79%
FLCPX Fidelity® SAI U.S. Large Cap Index Fund2.88%
MSFT Microsoft2.69%
AAPL Apple2.12%
AMZN Amazon1.71%
JPM JPMorgan Chase1.66%
PSPTX PIMCO StocksPLUS® Absolute Return Fund Institutional Class1.45%
BAC Bank of America1.42%
GOOG Google1.42%