Strategic Advisers Short Fund Quote
| FAUDX Fund | USD 9.98 0.01 0.10% |
PerformanceGood
| Odds Of DistressLow
|
Strategic Advisers is trading at 9.98 as of the 17th of February 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.97. Strategic Advisers has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The fund normally invests in U.S. dollar-denominated money market and investment-grade debt securities, and repurchase agreements. It maintains a dollar-weighted average maturity of three years or less. The fund allocates among affiliated fixed-income funds and non-affiliated fixed-income funds that participate in Fidelitys FundsNetwork, and non-affiliated ETFs and sub-advisers. More on Strategic Advisers Short
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Ultrashort Bond Funds, Ultrashort Bond, Fidelity Investments, Large Value, Ultrashort Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of July 2022 |
| Fiscal Year End | May |
Strategic Advisers Short [FAUDX] is traded in USA and was established 17th of February 2025. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Fidelity Investments family. This fund currently has accumulated 4.39 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers Short is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.05%, while the total return for the last 3 years was 3.84%.
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 Short 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 Short Mutual Fund Constituents
| FFRHX | Fidelity Advisor Floating | Mutual Fund | Bank Loan | |
| JASBX | Janus Short Term Bond | Mutual Fund | Short-Term Bond | |
| OGLVX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| TRBUX | T Rowe Price | Mutual Fund | Ultrashort Bond | |
| SHY | iShares 1 3 Year | Etf | Short Government | |
| SHV | iShares Short Treasury | Etf | Ultrashort Bond | |
| PTSHX | Short Term Fund Institutional | Mutual Fund | Ultrashort Bond |
Strategic Advisers Short Risk Profiles
| Mean Deviation | 0.057 | |||
| Standard Deviation | 0.1006 | |||
| Variance | 0.0101 | |||
| Downside Variance | 0.0116 |
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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