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Strategic Advisers® Growth Fund (FSGFX)

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21.38 -0.10 -0.47%

20/11 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.43B

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FSGFX Overview

On this page you'll find an in-depth profile of Strategic Advisers® Growth Fund. Learn about the key management, total assets, investment strategy and contact information of FSGFX among other information.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada

Phone 416-307-5200

Fax 1-800-387-8092

Web www.institutional.fidelity.com

Top Executives

Name	Title	Since	Until
Niall Devitt	a research associate/analyst/portfolio manager	2016	Now
Biography	Mr. Devitt joined Fidelity Investments in 2001 and has been a part of Strategic Advisers since 2006 where he has worked as a research associate, analyst, and portfolio manager. Mr. Devitt also serves as team leader of the U.S. Equity Core team.
John A. Stone	Portfolio Manager	2010	Now
Biography	John A. Stone joined Fidelity Investments in 1993 as a customer service team leader and also worked as a financial analyst and investment strategist. In 2006, Mr. Stone left Fidelity Investments and joined Mercer Global Investments as a portfolio manager and Principal. Since returning to Fidelity Investments in 2008, Mr. Stone has worked as a portfolio manager.
Julian Albornoz	-	2017	2018
Biography	Julian Albornoz is an associate portfolio manager/analyst at Fidelity Institutional Asset Management . In this role, he serves as portfolio manager of the FIAM Focused Large Cap Growth strategy. Previously he served as an associate portfolio manager and analyst for the large capitalization growth strategy. He joined Fidelity in 2009 as a research analyst and has been in the industry since 2008. Mr. Albornoz earned his bachelor’s degree from El Colegio de Estudios Superiores de Administración and he earned his MBA degree in finance from The Wharton School of the University of Pennsylvania.
Jonathan W. Sage	Investment Officer, Portfolio Manager	2015	2018
Biography	Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group.
James C. Fallon	Investment Officer, Portfolio Manager	2015	2018
Biography	James C. Fallon is an investment officer and portfolio manager at MFS Investment Management®(MFS®). He manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions team. James earned a bachelor’s degree from the University of New Hampshire and a Master of Business Administration degree from Boston University. He is a member of the CFA Institute and the Boston Security Analysts Society.
John (Jed) E. Stocks	Investment Officer, Portfolio Manager, Quantitative Risk Management	2015	2018
Biography	As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2001; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative. - Previous experience includes 1 year as Client Service Specialist and Order Desk Specialist at Patagon.com Securities.- John re-joined the firm in 2001. His original start date was February 1999.
Aziz V. Hamzaogullari	Executive Vice President	2014	2018
Biography	Aziz V. Hamzaogullari is an Executive Vice President and a member of the Board of Directors of Loomis, Sayles & Company, L.P. He is the founder and head of the Loomis Sayles Growth Equity Strategies Team. Aziz joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager. He joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. Aziz was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston.
Matthew W. Krummell	Investment Officer,Portfolio Manager	2013	2018
Biography	Investment Officer As a Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2001 Previous experience includes 3 years as Analyst and Portfolio Manager at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management. Affiliations include Boston Security Analysts Society, Inc., CFA Institute. University of Chicago, MBA University of California, Berkeley, BA, Phi Beta Kappa
Stacey R. Nutt	Portfolio Manager	2013	2018
Biography	Stacey Nutt is a founder, owner, and board member of ClariVest Asset Management LLC, which was formed in March 2006. As CIO, Dr. Nutt oversees the firm’s investment strategy and its application to all of the firm’s products. As CEO, he guides the firm’s business activities. He has co-managed a portion of the Fund since May 2017. Education: Ph.D. and M.B.A. from Georgia Institute of Technology, and a B.S. from Oral Roberts University. He began his investment career in 1993.
Edward B. Wagner	Portfolio Manager	2012	2018
Biography	Ed Wagner is a portfolio manager at ClariVest Asset Management LLC on the team responsible for the firm’s U.S. large cap, U.S. mid cap and All-Canada investment strategies. Upon joining ClariVest in December 2007 and through February 2012, Ed had portfolio management responsibilities for U.S. micro cap, small cap and mid cap strategies. Previously he was a business analyst at Advent Software responsible for fixed income and derivatives functionality for Geneva, Advent’s hedge fund accounting product. Before joining Advent, Ed was an investment analyst for US small cap strategies and served as a member of the Systematic investment team at Nicholas-Applegate Capital Management. Before joining Nicholas-Applegate, he was an Assistant Product Manager and Junior Quantitative Analyst for Vestek Systems. Ed holds a Bachelor’s degree in Economics from the University of California, San Diego, and an MBA from the Australian Graduate School of Management. Ed began his investment career in 1994.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Strategic Adviser.	21.38	-0.10	-0.47%