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Strategic Advisers® International FILFX

Quantitative rating as of
  • NAV / 1-Day Return 10.79  /  0.09 %
  • Total Assets 15.0 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.560%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.29%
  • Turnover 29%

Morningstar’s Analysis FILFX

Will FILFX outperform in future?

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

Summary

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Strategic Advisers® International's recent fee cut isn't enough to counter the impact of its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Bronze from Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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