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Strategic Advisers Small-Mid Cap FSCFX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.64  /  +0.58 %
  • Total Assets 9.7 Bil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.85%
  • Turnover 80%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 1:27 AM GMT+0

Morningstar’s Analysis FSCFX

Will FSCFX outperform in future?

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

An upgrade in People Pillar rating is the primary driver of Strategic Advisers Small-Mid Cap's upgrade to a Morningstar Medalist Rating of Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings FSCFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Small Cap Index

7.51 690.2 Mil

Fidelity Advisor Small Cap Growth Z

5.35 492.4 Mil

Fidelity SAI Small-Mid Cap 500 Index

4.24 389.6 Mil

PIMCO StocksPLUS® Small Institutional

1.92 177.0 Mil

State Street Instl US Govt MMkt Premier

1.76 161.5 Mil
Cash and Equivalents

Fidelity SAI Real Estate Index

0.95 87.4 Mil

Alight Inc Class A

0.60 55.4 Mil
Technology

Berry Global Group Inc

0.55 50.9 Mil
Consumer Cyclical

Atkore Inc

0.54 49.3 Mil
Industrials

Chemed Corp

0.52 47.9 Mil
Healthcare