Strategic Advisers� Small-Mid Cap Fund

 (MUTF:FSCFX)   Watch this mutual fund  
Find more results for Scott R. Bishop

Performance

Trailing returns

1 day   +0.90%
   
1 week   +1.89%
   
4 week   +5.80%
   
3 month   +1.81%
   
YTD   +3.79%
   
1 year   +7.49%
   
3 years*   +20.81%
   
5 years*   +15.36%
   
*annualized
Best 3 month return+31.06%  
Worst 3 month return-34.96%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Average Low
5 years Below Average Below Average
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets7.01B 
Front load-  
Deferred load-  
Expense ratio0.92%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash10.14%  
Stocks89.76%  
Bonds0.00%  
Other0.09%  

Purchase information

Initial$0  
13.49-0.01(-0.07%)
Nov 25, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of small and mid cap companies (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500� Index) and in shares of other small and mid cap funds. It invests in either "growth" stocks or "value" stocks or both. The fund invests in domestic and foreign issuers. It allocates assets among underlying funds and sub-advisers to achieve portfolio characteristics similar to those of the Russell 2500� Index.
Fund filings (PDF) »
Asset managers:
David Daglio (Started: Oct 17, 2014)
Ronald Mushock (Started: Dec 6, 2010)
Melissa Chadwick-Dunn (Started: Jun 7, 2013)
D. Tracy (Started: Jun 7, 2013)
Clay Manley (Started: Dec 6, 2010)
Donald Cobin (Started: Dec 10, 2012)
Matthew Swaim (Started: Dec 6, 2010)
Barry Golden (Started: Apr 29, 2013)
William Glaser (Started: Sep 23, 2014)
Aaron Anderson (Started: Sep 23, 2014)
Christian McDonald (Started: Dec 10, 2012)
D. Kevin McCreesh (Started: Dec 6, 2010)
Jeffery Silk (Started: Sep 23, 2014)
Kenneth Fisher (Started: Sep 23, 2014)
Benjamin Nahum (Started: Oct 31, 2011)
Juan Hartsfield (Started: Dec 6, 2010)
Juliet Ellis (Started: Dec 6, 2010)
James Langer (Started: Dec 6, 2010)
Stephen Bishop (Started: Jun 7, 2013)
Advisor Company:
Strategic Advisers, Inc.
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, BOSTON DE 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -13.70 -4.74 -2.76     -
Beta* 1.32 1.12 1.16     -
Mean annual return 0.66 1.34 1.36     -
R-squared* 74.07 77.67 86.43     -
Standard deviation 12.76 11.58 16.45     -
Sharpe ratio 0.62 1.39 0.99     -
* Against standard index

Top 10 holdings