Strategic Advisers Fidelity Fund Quote
| FIWGX Fund | USD 9.19 0.02 0.22% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Strategic Advisers is trading at 9.19 as of the 5th of December 2024; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 9.21. Strategic Advisers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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.
Normally the fund invests primarily in investment-grade debt securities of all types and repurchase agreements for those securities. It invests up to 30 percent of assets in high yield debt securities and emerging market debt securities. The advisor engage in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps and futures contracts - and forward-settling securities, to adjust the funds risk exposure.. More on Strategic Advisers Fidelity
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Fidelity Investments, Large, Intermediate Core-Plus Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of July 2022 |
| Fiscal Year End | May |
Strategic Advisers Fidelity [FIWGX] 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 Intermediate Core-Plus Bond category and is part of Fidelity Investments family. This fund currently has accumulated 65.76 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 3.86% with the current yeild of 0.04%, while the total return for the last 3 years was -1.26%.
Check Strategic Advisers Probability Of Bankruptcy
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
| FBLTX | Fidelity Sai Long Term | Mutual Fund | Long Government | |
| FCBFX | Fidelity Porate Bond | Mutual Fund | Corporate Bond | |
| FFRHX | Fidelity Advisor Floating | Mutual Fund | Bank Loan | |
| FGBMX | Fidelity New Markets | Mutual Fund | Emerging Markets Bond | |
| FIKOX | Fidelity Porate Bond | Mutual Fund | Corporate Bond | |
| FIPDX | Fidelity Inflation Protected Bond | Mutual Fund | Inflation-Protected Bond | |
| FIQSX | Fidelity Advisor Floating | Mutual Fund | Bank Loan | |
| FNMIX | Fidelity New Markets | Mutual Fund | Emerging Markets Bond |
Strategic Advisers Risk Profiles
| Mean Deviation | 0.2354 | |||
| Standard Deviation | 0.3241 | |||
| Variance | 0.105 | |||
| Risk Adjusted Performance | (0.02) |
Strategic Advisers Against Markets
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.
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