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Nasdaq - Delayed Quote USD

Strategic Advisers Fidelity Core Inc (FIWGX)

9.18
-0.01
(-0.11%)
At close: 8:03:49 PM EDT
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  • Previous Close 9.19
  • YTD Return 2.99%
  • Expense Ratio 0.17%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 71.98B
  • Beta (5Y Monthly) 1.01
  • Yield 4.26%
  • 5y Average Return --
  • Holdings Turnover 207.00%
  • Last Dividend 0.06
  • Inception Date Oct 16, 2018

Normally the fund invests primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield debt securities (also referred to as junk bonds) 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 (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.

Fidelity Investments

Fund Family

Intermediate Core-Plus Bond

Fund Category

71.98B

Net Assets

2018-10-16

Inception Date

More about Strategic Advisers Fidelity Core Inc

Performance Overview: FIWGX

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Trailing returns as of 3/31/2025. Category is Intermediate Core-Plus Bond.

YTD Return

FIWGX
2.99%
Category
0.61%
 

1-Year Return

FIWGX
6.60%
Category
3.06%
 

3-Year Return

FIWGX
0.14%
Category
5.69%
 

5-Year Return

FIWGX
0.67%
Category
3.75%
 

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Holdings: FIWGX

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Sector Weightings

SectorFIWGX
Real Estate   91.88%
Energy   6.55%
Consumer Cyclical   0.47%
Communication Services   0.44%
Technology   0.29%
Industrials   0.19%
Financial Services   0.08%
Healthcare   0.06%
Basic Materials   0.03%
Consumer Defensive   0.00%
Utilities   0.00%
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Recent News: FIWGX

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Research Reports: FIWGX

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