Strategic Advisers is trading at 18.50 as of the 5th of December 2024; that is 0.05 percent increase since the beginning of the trading day. The fund's open price was 18.49. Strategic Advisers has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Strategic Advisers Fidelity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of December 2022 and ending today, the 5th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in U.S. common stocks and in shares of other U.S. common stock funds. It invests in domestic and foreign issuers. The fund implements investment strategies by investing directly in securities through one or more managers or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.. More on Strategic Advisers Fidelity
Strategic Advisers Fidelity [FCTDX] is traded in USA and was established 5th of December 2024. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 78.61 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 27.74% with the current yeild of 0.01%, while the total return for the last 3 years was 10.5%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Advisers Fidelity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Advisers Fidelity Mutual Fund Constituents
Other Information on Investing in Strategic Mutual Fund
Strategic Advisers financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Advisers security.