Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Strategic Advisers® Small-Mid Cap Fund (FSCFX)

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 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. It invests in either "growth" stocks or "value" stocks or both. The fund invests in domestic and foreign issuers. It allocates assets among underlying funds and sub-advisers to achieve portfolio characteristics similar to those of the Russell 2500™ Index.


1 month-0.49% 3 years+6.35%
3 months+3.22% 5 years+10.80%
1 year+20.38% Since inception+7.70%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+10.80%+12.33%
Expense ratio1.09%1.32%
Risk 5 year sharpe ratio0.910.80
Net assets$7.0B$895.5M
Average market cap$3.7B$3.2B
Average P/E21.829.9
Portfolio turnover71%71%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureD. Kevin McCreesh / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock93.20%
International stock3.01%
Fixed income0.11%
Top 5 Sectors
Portfolio weighting
Financial service 20.34%
Industrial materials 13.63%
Healthcare 9.12%
Business service 8.90%
Hardware 8.32%
Top 10 Holdings
Portfolio weighting
FCPVX Fidelity® Small Cap Value Fund5.44%
VVPSX Vulcan Value Partners Small Cap Fund2.44%
FZFLX Fidelity® SAI Small-Mid Cap 500 Index Fund1.86%
FESIX Fidelity® SAI Real Estate Index Fund1.34%
-- 1.20%
VOYA Voya Financial Inc0.67%
ETFC E*TRADE Financial Corp0.56%
SIVB SVB Financial Group0.52%
MSCC Microsemi Corp0.44%
LAZ Lazard Ltd0.43%