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Morningstar

Strategic Advisers Fidelity Core Inc FIWGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 8.93  /  +0.23 %
  • Total Assets 65.0 Bil
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 4.08%
  • Effective Duration —

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FIWGX

Will FIWGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIWGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIWGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FIWGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in its Process Pillar rating is the primary driver of Strategic Advisers Fidelity Core Inc's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIWGX

More FIWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity SAI Total Bond

23.56 15.3 Bil
—

Fidelity SAI US Treasury Bd Idx

9.21 6.0 Bil
—

Fidelity Cash Central Fund

3.78 2.5 Bil
Cash and Equivalents

Fidelity SAI Long-Term Treasury Bd Idx

3.77 2.4 Bil
—

Fidelity Interm Trs Bd Index

3.64 2.4 Bil
—

Federal National Mortgage Association 2%

1.93 1.3 Bil
Securitized

Fidelity Advisor New Markets Income Z

1.74 1.1 Bil
—

Fidelity Advisor Real Estate Income Z

1.70 1.1 Bil
—

Fidelity Advisor Floating Rate Hi Inc Z

1.47 952.9 Mil
—

Federal National Mortgage Association 2.5%

1.20 780.2 Mil
Securitized