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Strategic Advisers Fidelity Core Inc (FIWGX)

9.04
-0.01
(-0.11%)
As of 8:09:17 AM EDT. Market Open.
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  • Previous Close 9.05
  • YTD Return 3.14%
  • Expense Ratio 0.17%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 72.58B
  • Beta (5Y Monthly) 1.02
  • Yield 4.30%
  • 5y Average Return --
  • Holdings Turnover 207.00%
  • Last Dividend 0.12
  • 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

72.58B

Net Assets

2018-10-16

Inception Date

Performance Overview: FIWGX

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Trailing returns as of 5/15/2025. Category is Intermediate Core-Plus Bond.

YTD Return

FIWGX
3.14%
Category
0.61%
 

1-Year Return

FIWGX
8.42%
Category
3.06%
 

3-Year Return

FIWGX
2.30%
Category
5.69%
 

5-Year Return

FIWGX
0.68%
Category
3.75%
 

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Holdings: FIWGX

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Sector Weightings

SectorFIWGX
Real Estate   92.67%
Energy   5.99%
Industrials   0.19%
Technology   0.11%
Healthcare   0.08%
Utilities   0.00%

Recent News: FIWGX

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Research Reports: FIWGX

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