3 / 5 Stars
3 3 4 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#207 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.75 percent over the past year, and 15.45 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.2%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund allocates assets among affiliated equity funds and non-affiliated equity funds that participate in Fidelity's FundsNetwork®, and non-affiliated ETFs (underlying funds) and sub-advisers. It invests in underlying funds that establish long and short positions in equity securities and may use derivatives to obtain significant amounts of long or short exposure. The fund invests primarily in securities of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the S&P 500® Index). It is non-diversified.
Fees are Below Average compared to funds in the same category.
Strategic Advisers Core Fund has an expense ratio of 0.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year and 2 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-06-11