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Morningstar

Strategic Advisers® Fidelity® Intl FUSIX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.86  /  1.00 %
  • Total Assets 20.4 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.540%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.91%
  • Turnover 17%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FUSIX

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

People Pillar

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

Summary

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Strength in Strategic Advisers® Fidelity® Intl’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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