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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+5.55% 3 years+11.25%
3 months+7.76% 5 years--
1 year+16.89% Since inception+9.33%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+13.02%
Expense ratio2.22%1.28%
Risk 5 year sharpe ratio1.091.04
Net assets$18.0M$1.0B
Average market cap$3.7B$3.8B
Average P/E20.229.7
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. stock91.43%
International stock3.04%
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 Fund3.91%
-- 3.34%
SERV Servicemaster Global Holdings Inc0.90%
SSNC SS&C Technologies Holdings Inc0.82%
-- 0.80%
FESIX Fidelity® SAI Real Estate Index Fund0.73%
CRI Carter's Inc0.68%
PII Polaris Industries Inc0.66%
KNX Knight-Swift Transportation Holdings Inc0.64%
TNET TriNet Group Inc0.62%