Strategic Advisers Small Mid Fund Quote
| FARMX Fund | USD 17.58 0.14 0.79% |
PerformanceInsignificant
| Odds Of DistressLow
|
Strategic Advisers is trading at 17.58 as of the 24th of March 2025; that is 0.79 percent decrease since the beginning of the trading day. The fund's open price was 17.72. Strategic Advisers has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
Normally the fund invests at least 80 percent of assets in securities of agricultural productivity companies. Normally it invests primarily in equity securities. Such companies may include but are not limited to those involved in farm machinery, farm machinery parts and equipment, irrigation, agricultural efficiency and services, agricultural science and biotechnology, fertilizers, pesticide and crop protection, seed manufacturers, crop chemicals, agricultural products and processors, processed food producers, aquatic farming, and livestock services. More on Strategic Advisers Small Mid
Moving together with Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Natural Resources Funds, Natural Resources, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of July 2022 |
| Fiscal Year End | May |
Strategic Advisers Small Mid [FARMX] is traded in USA and was established 24th of March 2025. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Fidelity Investments family. This fund currently has accumulated 84.59 M in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 3.05% with the current yeild of 0.02%, while the total return for the last 3 years was -5.86%.
Check Strategic Advisers Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Advisers Small Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Advisers Small Mid Mutual Fund Constituents
| KEY | KeyCorp | Stock | Financials | |
| TTC | Toro Co | Stock | Industrials | |
| ADM | Archer Daniels Midland | Stock | Consumer Staples | |
| AGCO | AGCO Corporation | Stock | Industrials | |
| BG | Bunge Limited | Stock | Consumer Staples | |
| CF | CF Industries Holdings | Stock | Materials | |
| CTVA | Corteva | Stock | Materials | |
| DAR | Darling Ingredients | Stock | Consumer Staples |
Strategic Advisers Risk Profiles
| Mean Deviation | 0.9038 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.38 | |||
| Risk Adjusted Performance | (0.02) |
Strategic Advisers Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Advisers financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Advisers security.
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