Strategic Advisers Fidelity Fund Quote
FCTDX Fund | USD 16.79 0.02 0.12% |
PerformanceVery Weak
| Odds Of DistressLow
|
Strategic Advisers is trading at 16.79 as of the 24th of March 2025; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 16.81. Strategic Advisers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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.
The fund invests at least 80 percent of its assets in U.S. common stocks and in shares of other U.S. common stock funds. It invests in domestic and foreign issuers. The fund implements investment strategies by investing directly in securities through one or more managers or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.. More on Strategic Advisers Fidelity
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Strategic Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Blend (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 30th of July 2022 |
Fiscal Year End | May |
Strategic Advisers Fidelity [FCTDX] 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 Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 78.61 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 4.09% with the current yeild of 0.01%, while the total return for the last 3 years was 9.88%.
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 Fidelity 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 Fidelity Mutual Fund Constituents
MSFT | Microsoft | Stock | Information Technology | |
AAPL | Apple Inc | Stock | Information Technology | |
FCNTX | Fidelity Contrafund | Mutual Fund | Large Growth | |
FDGRX | Fidelity Growth Pany | Mutual Fund | Large Growth | |
FLCPX | Fidelity Sai Large | Mutual Fund | Large Blend | |
FMAGX | Fidelity Magellan Fund | Mutual Fund | Large Growth | |
FSSNX | Fidelity Small Cap | Mutual Fund | Small Blend | |
FSUVX | Fidelity Sai Minimum | Mutual Fund | Large Blend |
Strategic Advisers Risk Profiles
Mean Deviation | 0.8345 | |||
Standard Deviation | 1.08 | |||
Variance | 1.17 | |||
Risk Adjusted Performance | (0.09) |
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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