• Fidelity Strategic Advisers Core Fund

Fidelity Investments

  • US
  • Large-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

Fidelity Strategic Advisers Core Fund

FCSAX

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The fund employs a multi-manager investment strategy to invest directly in securities through sub-advisers or indirectly through underlying funds, which in turn invest directly in securities.

Next, the fund allocates assets among sub-advisers and underlying funds considering factors such as performance in different market environments, manager experience and investment style, management company infrastructure, costs, asset size, and portfolio turnover.

The fund has the flexibility to invest its net assets in domestic and foreign issuers, and also, invest in either More

Price

Last Close

$12.04 ( +0.21 )

52 Week HL

$12.54 - $9.06

Net Assets

$45778.8 M

Expense Ratio

0.3 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • Apple Inc
  • Amazon Com
  • Microsoft Corporation
  • Alphabet Inc
  • Tesla Inc

Holding

Company Name

  • Facebook Inc
  • NVIDIA Corporation
  • Marvell Technology
  • Salesforce Com
  • Lyft, Inc.
  • Total

Holding

  • 0%

Manager

Name

John Stone

Leadership

Single Manager

Tenure

2003

Advisor

T. Rowe Price Associates, Inc

Documents

Prospectus

Prospectus

Summary

Fact Sheet

Q2 2021

Q2 2021

Q2 2020

Annual Reports

2020

Website

Link

Performance

YTD

11.3 %

3 Year

-35.5%

5 Year

-7.51%

Best

32.28%
2013

Worst

-45.06%
2020

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.3% -20.2% 13.9% -0.6% 5.9% -0.3% 0.5% 2.2% 10.4% 11.5% -
Q2 6.8% 20.8% 2.9% 5.4% 3.2% 1.9% 0.3% 4.8% 3.4% -7.4% -
Q3 2.4% 8.3% -1.6% 7.1% 4.7% 4.8% -9.5% 0.5% 5.4% 6.5% -
Q4 - -47.4% 6.3% -14.8% 6.2% 4.5% 8.8% 5.5% 9.7% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 1.8% 4% 1.4% 3.8% 2.3% 0.7% -1.5% 2.3% -3.7% - - -
2020 1.6% -9.1% -13.5% 12.8% 4.5% 2.5% 5.8% 7.5% -4.9% -0.6% 3.8% -49%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    14%19%29%-7%19%10%-1%11%30%14%-1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FCSAX 11%-45%24%-6%22%11%-1%14%32%14%-1%
Russell 1000 14%19%29%-7%19%10%-1%11%30%14%-1%
Alpha -3%-64%-5%1%3%2%0%3%2%0%-0%

FCSAX Russell 1000

Chart +