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Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class L (FQAJX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of small and mid cap companies (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500™ Index) and in shares of other small and mid cap funds. The fund invests in domestic and foreign issuers. It invests directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.


1 month+2.60% 3 years+6.30%
3 months+4.88% 5 years--
1 year+19.47% Since inception+7.10%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+10.73%
Expense ratio2.22%1.30%
Risk 5 year sharpe ratio1.040.95
Net assets$15.5M$917.3M
Average market cap$3.8B$3.5B
Average P/E21.127.4
Portfolio turnover120%120%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureBarry Golden / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock91.11%
International stock3.22%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FZFLX Fidelity® SAI Small-Mid Cap 500 Index Fund3.62%
-- 3.04%
SERV Servicemaster Global Holdings Inc0.88%
FESIX Fidelity® SAI Real Estate Index Fund0.78%
-- 0.74%
TTC Toro Co0.72%
SSNC SS&C Technologies Holdings Inc0.67%
KEY KeyCorp0.66%
CRI Carter's Inc0.65%
SPB Spectrum Brands Holdings Inc0.62%