Strategic Advisers® Growth Fund (FSGFX)

18.85
Net Asset Value
-0.05%
1 Day
+0.91%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.69%
Expense Ratio
Average
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).

Performance

1 month+0.21% 3 years+10.50%
3 months-6.50% 5 years+14.51%
1 year+18.26% Since inception+14.60%
Data through --

Peer Comparisonvs. Large growth

 FSGFXCategory
Performance 5-yr return+14.51%+13.81%
Expense ratio0.69%1.10%
Risk 5 year sharpe ratio1.311.18
Net assets$11.2B$3.6B
Average market cap$88.9B$149.6B
Average P/E27.027.1
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDavid Pavan / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock94.88%
International stock3.76%
Cash0.87%
Other0.47%
Fixed income0.01%
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 Company18.28%
FUQIX Fidelity® SAI U.S. Quality Index Fund9.58%
CGTRX Columbia Select Large Cap Growth Fund Institutional 2 Class5.04%
AAPL Apple3.33%
MSFT Microsoft3.16%
AMZN Amazon3.13%
FB Facebook2.92%
FUMIX Fidelity® SAI U.S. Momentum Index Fund2.27%
GOOG Google1.90%
GOOGL Google1.79%