Strategic Advisers is trading at 9.16 as of the 21st of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.15. 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests primarily in investment-grade debt securities of all types and repurchase agreements for those securities. It invests up to 30 percent of assets in high yield and emerging market debt securities. The fund invests in domestic and foreign issuers. More on Strategic Advisers E
Strategic Advisers E [FPCIX] is traded in USA and was established 21st of March 2025. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Fidelity Investments family. This fund currently has accumulated 49.96 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 2.42% with the current yeild of 0.04%, while the total return for the last 3 years was 0.55%.
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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 E 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.
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.