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Fidelity Capital & Income FAGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FAGIX

Will FAGIX 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 FAGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAGIX 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 FAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

High yield with a boost from equities.

Senior Analyst Sam Kulahan

Sam Kulahan

Senior Analyst

Summary

Fidelity Capital & Income has compensated for its elevated risk appetite by applying deft allocations to equities and strong security selection, along with exercising well-warranted caution at times.

by Sam Kulahan
Rated on Published on

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