FIFGX – Fund Analysis – Fidelity SAI Inflation-Focused | Morningstar

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Will FIFGX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the FIFGX 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 FIFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in People Pillar rating is the primary driver of Fidelity SAI Inflation-Focused's upgrade to a Morningstar Medalist Rating of Gold from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Apr 30, 2024 Published on Apr 30, 2024

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