Strategic Advisers Fidelity Core Income Fund FIWGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$8.97  /  +0.22%
  • Fund Size$92.9B
  • Adjusted Expense Ratio0.170%
  • Net Expense Ratio0.050%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryIntermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield4.55%
  • Average Effective Duration—

Morningstar’s Analysis FIWGX

Will FIWGX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategic Advisers Fidelity Core Inc 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIWGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity SAI Total Bond

20.6019B
—

Fidelity SAI US Treasury Bd Idx

6.686B
—

Fidelity® SAI Enhanced Core Bond

2.993B
—

Fidelity SAI Long-Term Treasury Bd Idx

2.672B
—

Fidelity SAI International Credit

2.552B
—

Fidelity SAI Real Estate Income

2.402B
—

Fidelity Cash Central Fund

2.302B
Cash and Equivalents

Fidelity Advisor Floating Rate Hi Inc Z

1.932B
—

Fidelity SAI Intermediate Trsy Bd Idx

1.621B
—

Fidelity Inv MM Government Instl

1.191B
Cash and Equivalents

Sponsor Center