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Strategic Advisers® Growth Fund (FSGFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund allocates assets among affiliated funds (i.e., Fidelity Funds) and non-affiliated funds that participate in Fidelity's FundsNetwork , and non-affiliated exchange traded funds (ETFs) (underlying funds) and sub-advisers. It invests in companies that are believed to have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests primarily in securities of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000  Growth Index).


1 month-0.66% 3 years+8.88%
3 months+0.61% 5 years+12.98%
1 year+3.62% Since inception+13.25%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.98%+14.98%
Expense ratio0.72%1.17%
Risk 5 year sharpe ratio1.231.16
Net assets$10.5B$2.9B
Average market cap$58.8B$90.5B
Average P/E21.625.8
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureStephen Balter / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock91.93%
International stock2.96%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 13.36%
Industrial materials 13.03%
Hardware 12.73%
Healthcare 10.08%
Telecommunication 9.36%
Top 10 Holdings
Portfolio weighting
FDGRX Fidelity® Growth Company11.52%
FUQIX Fidelity® SAI U.S. Quality Index Fund7.56%
CGTRX Columbia Select Large Cap Growth Fund Class R5 Shares3.84%
-- 3.51%
AAPL Apple2.90%
FB Facebook2.14%
AMZN Amazon1.97%
GOOGL Google1.83%
GOOG Google1.77%
MSFT Microsoft1.42%