Strategic Advisers� Small-Mid Cap Fund

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

Performance

Trailing returns

1 day   +0.78%
   
1 week   +0.86%
   
4 week   +4.22%
   
3 month   +4.13%
   
YTD   +6.91%
   
1 year
   
-1.61%  
3 years*   +6.15%
   
5 years*   +8.14%
   
*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 Below Average
5 years Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.79B 
Front load-  
Deferred load-  
Expense ratio0.84%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash4.44%  
Stocks95.46%  
Bonds0.00%  
Preferred0.01%  
Other0.08%  

Purchase information

Initial$0  
12.85+0.10(0.78%)
Jul 21, 8:00PM EDT 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:
N. Kumar Kirpalani (Started: Sep 16, 2015)
Samantha Lau (Started: Sep 16, 2015)
David Daglio (Started: Oct 17, 2014)
Wen-Tse Tseng (Started: Sep 16, 2015)
Chad Meade (Started: Dec 2, 2015)
Brian Schaub (Started: Dec 2, 2015)
Ronald Mushock (Started: Dec 1, 2010)
Melissa Chadwick-Dunn (Started: Jun 7, 2013)
D. Tracy (Started: Jun 7, 2013)
Don San Jose (Started: Mar 3, 2016)
Clay Manley (Started: Dec 1, 2010)
Donald Cobin (Started: Dec 6, 2012)
Matthew Swaim (Started: Dec 1, 2010)
Barry Golden (Started: Apr 29, 2013)
William Glaser (Started: Sep 4, 2014)
Aaron Anderson (Started: Sep 4, 2014)
Bruce Zessar (Started: Nov 30, 2015)
Christopher Clark (Started: Dec 26, 2014)
Christian McDonald (Started: Dec 6, 2012)
George McCabe (Started: Mar 23, 2015)
D. Kevin McCreesh (Started: Dec 1, 2010)
Jeffery Silk (Started: Sep 4, 2014)
Kenneth Fisher (Started: Sep 4, 2014)
Benjamin Nahum (Started: Oct 31, 2011)
Juan Hartsfield (Started: Dec 1, 2010)
Juliet Ellis (Started: Dec 1, 2010)
Christopher Harvey (Started: Nov 30, 2015)
Bruce Aronow (Started: Sep 16, 2015)
James Langer (Started: Dec 1, 2010)
Stephen Bishop (Started: Jun 7, 2013)
Advisor Company:
Strategic Advisers Inc
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, BOSTON MA 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -10.34 -4.75 -5.78 -1.86
Beta* 1.04 1.04 1.16 1.13
Mean annual return -0.44 0.62 0.70 0.62
R-squared* 84.33 75.61 84.57 87.77
Standard deviation 16.43 13.53 15.29 18.41
Sharpe ratio -0.33 0.54 0.54 0.35
* Against standard index

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