| 9.33 Net Asset Value | -0.11% 1 Day | -0.11% Year-to-Date | Overall Morningstar Rating |
| High yield bond Style or Category | No Load Sales Expenses | 0.76% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -2.67% | 3 years | +10.68% | |
| 3 months | +0.18% | 5 years | +9.25% | |
| 1 year | +13.34% | Since inception | +9.52% |
| SPHIX | Category | |
|---|---|---|
| Performance 5-yr return | +9.25% | +9.36% |
| Expense ratio | 0.76% | 1.17% |
| Risk 5 year sharpe ratio | 0.76 | 0.73 |
| Net assets | $6.5B | $1.6B |
| Average market cap | -- | $12.1B |
| Average P/E | -- | 16.3 |
| Portfolio turnover | 35% | 35% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Fred Hoff / 13 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 73.87% |
| Financial service | 21.08% |
| Media | 5.05% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| -- First Data Corp Term Ext 3/18 | 0.95% |
| -- Intergen N V 144A 9% | 0.87% |
| -- Chs / Cmnty Health Sys 8% | 0.84% |
| -- Trinseo Matls Oper Sca / Fin 144A 8.75% | 0.75% |
| -- Calpine 144A 7.5% | 0.75% |
| -- Avaya 144A 7% | 0.73% |
| -- Avaya 10.125% | 0.73% |
| -- Claires Stores 144A 9% | 0.73% |
| -- Fortescue Metal Trm B 10/18/17 | 0.72% |
| -- Fairpoint Com 2pr Exit Tm 1/16 | 0.72% |
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