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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.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF

Fund Summary

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.

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Fidelity Investments
Net Assets 72.58B
YTD Return 3.14%
Yield 4.30%
Morningstar Rating
Inception Date Oct 16, 2018

Performance & Risk

YTD Return 2.06%
5y Average Return 0.47%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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