3 / 5 Stars
3 4 4 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#75 in Large Value
U.S. News evaluated 330 Large Value 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 18.62 percent over the past year, and 10.97 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund allocates assets among affiliated funds and non-affiliated funds that participate in Fidelity's FundsNetwork®, and non-affiliated ETFs and sub-advisers. It invests in companies that are believed to be undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests primarily in securities of companies with large market capitalizations (which are those companies with market capitalizations similar to companies in the Russell 1000® Value Index). It is non-diversified.
Fees are Low compared to funds in the same category.
Strategic Advisers Value Fund has an expense ratio of 0.35 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 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
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 2013-03-12