Morningstar

Strategic Advisers Fidelity U.S. Total Stock Fund FCTDX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $21.83  /  −1.04 %
  • Fund Size $265.8B
  • Adjusted Expense Ratio 0.280%
  • Net Expense Ratio 0.120%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.84%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis FCTDX

Will FCTDX outperform in the 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 FCTDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategic Advisers Fidelity US TtlStk holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCTDX

More FCTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity SAI US Quality Index

11.75 31B
—

Fidelity Growth Company Fund

9.97 26B
—

Fidelity SAI US LowVolatility Idx

5.77 15B
—

Fidelity Advisor Magellan Z

3.53 9B
—

Fidelity SAI US Value Index

3.43 9B
—

Fidelity Advisor Blue Chip Growth Z

3.37 9B
—

NVIDIA Corp

3.27 9B
Technology

Apple Inc

2.96 8B
Technology

Microsoft Corp

2.69 7B
Technology

Amazon.com Inc

2.29 6B
Consumer Cyclical

Sponsor Center