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Strategic Advisers® Large Cap FALCX

Quantitative rating as of
  • NAV / 1-Day Return 10.44  /  0.97 %
  • Total Assets 53.4 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.39%
  • Turnover 59%

Morningstar’s Analysis FALCX

Will FALCX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of Strategic Advisers® Large Cap's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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