3 / 5 Stars
4 4 4 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#79 in Large Growth
U.S. News evaluated 468 Large Growth 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 26.66 percent over the past year, and 13.78 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund allocates assets among affiliated funds (i.e., Fidelity Funds) and non-affiliated funds that participate in Fidelity's FundsNetwork®, and non-affiliated exchange traded funds (ETFs) (underlying funds) and sub-advisers. It invests in companies that are believed to have above-average growth potential (stocks of these companies are often called "growth" stocks). 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 Russell 1000® Growth Index). It is non-diversified.
Fees are Average compared to funds in the same category.
Strategic Advisers Growth Fund has an expense ratio of 0.37 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 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year and 1 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
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 2014-02-12