Strategic Advisers® Core Fund (FCSAX)

18.15
Net Asset Value
-0.77%
1 Day
+0.67%
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-1.57% 3 years+9.99%
3 months-4.52% 5 years+13.25%
1 year+16.40% Since inception+12.38%
Data through --

Peer Comparisonvs. Large blend

 FCSAXCategory
Performance 5-yr return+13.25%+11.72%
Expense ratio0.74%0.97%
Risk 5 year sharpe ratio1.211.11
Net assets$23.8B$5.3B
Average market cap$83.1B$125.1B
Average P/E21.921.5
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. stock96.27%
International stock2.90%
Fixed income1.63%
Cash0.18%
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 Fund7.30%
JLPSX JPMorgan U.S. Large Cap Core Plus Fund Class I Shares7.13%
AAPL Apple2.63%
MSFT Microsoft2.38%
FLCPX Fidelity® SAI U.S. Large Cap Index Fund2.31%
GOOG Google1.78%
JPM JPMorgan Chase1.67%
AMZN Amazon1.59%
C Citigroup1.47%
BAC Bank of America1.43%