Skip to Content
Morningstar

Strategic Advisers Fidelity US TtlStk FCTDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.83  /  −0.13 %
  • Total Assets 112.5 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.94%
  • Turnover 39%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FCTDX

Will FCTDX 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 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.

Strategic Advisers Fidelity US TtlStk’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity SAI US Quality Index

11.05 11.7 Bil
—

Fidelity Growth Company Fund

10.80 11.4 Bil
—

Fidelity Magellan

6.40 6.8 Bil
—

Fidelity Contrafund

5.75 6.1 Bil
—

Fidelity SAI US LowVolatility Idx

4.67 4.9 Bil
—

Fidelity SAI US Large Cap Index

2.72 2.9 Bil
—

Fidelity Extended Market Index

2.68 2.8 Bil
—

Microsoft Corp

2.33 2.5 Bil
Technology

Fidelity Blue Chip Growth

2.33 2.5 Bil
—

Fidelity SAI US Value Index

1.43 1.5 Bil
—