Morningstar

Strategic Advisers Fidelity Core Income Fund FIWGX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $8.85  /  0.00
  • Fund Size $91.6B
  • Adjusted Expense Ratio 0.170%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.62%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis FIWGX

Will FIWGX 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 FIWGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIWGX 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 FIWGX’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 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FIWGX

More FIWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity SAI Total Bond

20.84 19B
—

Fidelity SAI US Treasury Bd Idx

6.45 6B
—

Fidelity® SAI Enhanced Core Bond

2.92 3B
—

Fidelity SAI Long-Term Treasury Bd Idx

2.77 3B
—

Fidelity SAI International Credit

2.50 2B
—

Fidelity SAI Real Estate Income

2.38 2B
—

Fidelity Advisor Floating Rate Hi Inc Z

1.88 2B
—

Fidelity SAI Intermediate Trsy Bd Idx

1.59 1B
—

Fidelity Cash Central Fund

1.27 1B
Cash and Equivalents

Fidelity Inv MM Government Instl

1.17 1B
Cash and Equivalents

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