Strategic Advisers Income Opportunities Fund

Class Other (FPIOX)
Scorecard
3 / 5 Stars
Lipper
3 4 1 2 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 166 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.01 percent over the past year, 9.84 percent over the past three years, and 9.82 percent over the past five years.

Trailing Returns Updated 04.30.2013
Year to date 4.9%
1 Year 13.0%
3 Years (Annualized) 9.8%
5 Years (Annualized) 9.8%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund invests primarily in income-producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. It potentially invests in non-income producing securities, including defaulted securities and common stocks. The fund invests in companies in troubled or uncertain financial condition. It allocates assets among affiliated high yield funds and non-affiliated high yield funds that participate in Fidelity's FundsNetwork®, and non-affiliated exchange traded funds (ETFs) (underlying funds).

Fees

Fees are Average compared to funds in the same category.
Strategic Advisers Income Opportunities Fund has an expense ratio of 0.02 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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