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Morningstar

Strategic Advisers Core Income FPCIX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 8.82  /  −0.22 %
  • Total Assets 46.1 Bil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 4.06%
  • Effective Duration 5.98 years

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:13 AM GMT+0

Morningstar’s Analysis FPCIX

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

  • People Pillar

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

A strong management team and sound investment process underpin Strategic Advisers Core Income's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FPCIX

More FPCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PIMCO Total Return Instl

11.02 5.1 Bil
—

Fidelity SAI Total Bond

9.66 4.5 Bil
—

Western Asset Core Bond I

7.43 3.4 Bil
—

Fidelity SAI US Treasury Bd Idx

4.65 2.1 Bil
—

iShares 7-10 Year Treasury Bond ETF

4.03 1.9 Bil
—

DoubleLine Total Return Bond N

3.86 1.8 Bil
—

PIMCO Mortgage Opportunities and BdInstl

3.68 1.7 Bil
—

Voya Intermediate Bond I

3.11 1.4 Bil
—

American Funds Bond Fund of Amer F2

2.60 1.2 Bil
—

Baird Aggregate Bond Inst

2.33 1.1 Bil
—