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.
- NAV / 1-Day Return 10.44 / 0.97 %
- Total Assets 53.4 Bil
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Adj. Expense Ratio
- 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.