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Morningstar

Fidelity SAI High Income FSHGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 8.84  /  +0.01 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.690%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.57%
  • Effective Duration —

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FSHGX

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

  • People Pillar

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

Strength in Fidelity SAI High Income's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSHGX

More FSHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Southeastern Grocers Inc Ordinary Shares

2.01 31.8 Mil
—

Fidelity Direct Lending Fd (Unit)

1.25 19.8 Mil
—

Mesa Energy Holdings Inc Shs Stock Settlement

1.04 16.5 Mil
Energy

New Fortress Energy Inc. 6.5%

0.85 13.5 Mil
Corporate

Fidelity Cash Central Fund

0.84 13.3 Mil
Cash and Equivalents

PG&E Corporation 5.25%

0.74 11.7 Mil
Corporate

Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 5.25%

0.71 11.3 Mil
Corporate

Energy Transfer LP 5.625%

0.70 11.1 Mil
Corporate

Community Health Systems Incorporated 5.25%

0.70 11.0 Mil
Corporate

Cash

0.64 10.2 Mil
Cash and Equivalents