Fidelity® High Income (SPHIX)

9.05
Net Asset Value
-0.11%
1 Day
+1.69%
Year-to-Date
Overall Morningstar Rating
High yield bond
Style or Category
No Load
Sales Expenses
0.72%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks a high level of current income; growth of capital may also be considered. The fund normally invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. It potentially invests in non-income producing securities, including defaulted securities and common stocks.

Performance

1 month+1.99% 3 years+6.46%
3 months+1.80% 5 years+8.09%
1 year+2.07% Since inception+9.06%
Data through --

Peer Comparisonvs. High yield bond

 SPHIXCategory
Performance 5-yr return+8.09%+7.86%
Expense ratio0.72%1.12%
Risk 5 year sharpe ratio1.161.22
Net assets$5.2B$1.4B
Average market cap$1.4B$11.3B
Average P/E--22.0
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureFred Hoff / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

Fixed income94.02%
Cash3.71%
Other1.99%
U.S. stock0.28%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 73.87%
Financial service 21.08%
Media 5.05%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
-- 1.10%
-- 1.04%
-- 1.04%
-- 1.03%
-- 0.96%
-- 0.87%
-- 0.86%
-- 0.80%
-- 0.72%
-- 0.68%

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