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Morningstar

Strategic Advisers Small-Mid Cap FSCFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.40  /  +0.98 %
  • Total Assets 9.4 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.88%
  • Turnover 70%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis FSCFX

Will FSCFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Strategic Advisers Small-Mid Cap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSCFX

More FSCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Small Cap Index

9.17 888.6 Mil
—

Fidelity Advisor Small Cap Growth Z

5.57 539.4 Mil
—

Fidelity SAI Small-Mid Cap 500 Index

4.58 443.5 Mil
—

PIMCO StocksPLUS® Small Institutional

1.86 180.1 Mil
—

State Street Instl US Govt MMkt Premier

1.78 172.7 Mil
Cash and Equivalents

Fidelity SAI Real Estate Index

0.87 84.0 Mil
—

Alight Inc Class A

0.56 54.5 Mil
Technology

Chemed Corp

0.56 54.0 Mil
Healthcare

Atkore Inc

0.53 50.9 Mil
Industrials

Manhattan Associates Inc

0.49 47.3 Mil
Technology