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Morningstar

Strategic Advisers® Small-Mid Cap FSCFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.19  /  0.92 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.95%
  • Turnover 80%

USD | NAV as of May 27, 2023 | 1-Day Return as of May 27, 2023, 12:18 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSCFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in Strategic Advisers® Small-Mid Cap’s People Pillar and Parent Pillar underpin this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSCFX

More FSCFX Holdings
  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 946
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Advisor® Small Cap Growth Z

5.59
447,939,971
—

Fidelity® SAI Small-Mid Cap 500 Index

5.57
445,974,380
—

T. Rowe Price Instl Small-Cap Stock

3.48
279,176,873
—

PIMCO StocksPLUS® Small Institutional

2.05
164,299,831
—

State Street Instl US Govt MMkt Premier

1.76
141,100,210
Cash and Equivalents

Fidelity® Small Cap Index

1.06
85,104,767
—

Fidelity® SAI Real Estate Index

1.01
81,244,783
—

LPL Financial Holdings Inc

0.64
51,386,400
Financial Services

Alight Inc Class A

0.64
51,323,347
Technology

LKQ Corp

0.63
50,578,878
Consumer Cyclical