Mutual Funds - Profile

Fidelity Strategic Advisers Core Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The fund employs a multi-manager investment strategy to invest directly in securities through sub-advisers or indirectly through underlying funds, which in turn invest directly in securities.

Next, the fund allocates assets among sub-advisers and underlying funds considering factors such as performance in different market environments, manager experience and investment style, management company infrastructure, costs, asset size, and portfolio turnover.

The fund has the flexibility to invest its net assets in domestic and foreign issuers, and also, invest in either More

Price

  • Last Close
  • $11.83
    -0.11
  • 52 Week HL
  • $21.89 - $9.33
  • Net Assets
  • $45778.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
Apple Inc
Amazon Com
Microsoft Corporation
Alphabet Inc
Tesla Inc
Company Holding
Facebook Inc
NVIDIA Corporation
Marvell Technology
Salesforce Com
Lyft, Inc.
Total 0%

Manager

  • Name
  • John Stone
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • T. Rowe Price Associates, Inc

Documents

  • Annual Reports
  • 2020

Performance
- YTD

  • 3 Year
  • -23.85%
  • 5 Year
  • -7.66%
  • Best
  • 24.04%
    2019
  • Worst
  • -45.06%
    2020

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FCSAX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - 7.3% -20.2% 13.9% -0.6% 5.9% -0.3% 0.5% 2.2% 10.4% -
Q2 - 6.8% 20.8% 2.9% 5.4% 3.2% 1.9% 0.3% 4.8% 3.4% -
Q3 - -0.4% 8.3% -1.6% 7.1% 4.7% 4.8% -9.5% 0.5% 5.4% -
Q4 - - -47.4% 6.3% -14.8% 6.2% 4.5% 8.8% 5.5% 9.7% -

Returns +
M

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 1.8% 4% 1.4% 3.8% 2.3% 0.7% -1.5% 2.3% -3.3% - - -

Annual
Return

Index Comparison

Alpha

NAV