Morningstar

Fidelity SAI High Income FSHGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.27  /  0.00
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.78%
  • Effective Duration —

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSHGX

Will FSHGX 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 FSHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity SAI High Income's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSHGX

More FSHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Private Cr Co (Unit)

1.35 21.0 Mil
—

Mesa Energy Holdings Inc Shs Stock Settlement

1.10 17.1 Mil
Energy

PG&E Corporation 5.25%

0.75 11.7 Mil
Corporate

Community Health Systems Incorporated 5.25%

0.70 11.0 Mil
Corporate

Cash

0.65 10.1 Mil
Cash and Equivalents

Artera Services LLC 8.5%

0.64 9.9 Mil
Corporate

DISH Network Corporation 3.375%

0.57 8.9 Mil
Corporate

Rand Parent LLC 8.5%

0.56 8.7 Mil
Corporate

CITY FOOTBALL TERM B 1LN 7/28

0.54 8.4 Mil
Corporate

United States Treasury Notes 4.375%

0.51 7.9 Mil
Government

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