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Strategic Advisers Small-mid Cap Fund (FSCFX)

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Strategic Advisers Small-Mid Cap historical data, for real-time data please try another search

14.58 +0.02 +0.14%

16/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.62B

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FSCFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Strategic Advisers Small-Mid Cap (FSCFX) fund. Our Strategic Advisers Small-Mid Cap portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.11	4.01	3.90
Shares	98.32	98.37	0.05
Bonds	1.33	2.35	1.02
Other	0.23	0.23	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.97	15.68
Price to Book	2.18	1.92
Price to Sales	1.23	1.30
Price to Cash Flow	9.53	8.74
Dividend Yield	1.34	1.47
5 Years Earnings Growth	11.93	11.90

Sector Allocation

Name	Net %	Category Average
Industrials	20.66	19.44
Technology	18.17	14.56
Consumer Cyclical	14.03	12.21
Healthcare	13.05	11.78
Financial Services	12.35	17.58
Energy	4.85	5.02
Consumer Defensive	4.72	4.44
Basic Materials	4.23	4.97
Real Estate	4.22	6.68
Communication Services	1.88	2.37
Utilities	1.84	2.95

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,221

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Fidelity Small Cap Index	-	9.07	-	-
Fidelity Advisor Small Cap Growth Z	-	5.50	-	-
Fidelity SAI Small-Mid Cap 500 Index	-	4.58	-	-
PIMCO StocksPLUS® Small Institutional	-	1.82	-	-
Fidelity SAI Real Estate Index	-	0.82	-	-
Alight Inc Class A	-	0.51	-	-
Chemed	US16359R1032	0.50	600.80	+2.50%
Berry Global	US08579W1036	0.48	72.17	+0.66%
Atkore Intl	US0476491081	0.44	61.50	-1.27%
Manhattan Associates	US5627501092	0.44	176.88	+0.96%

Top Equity Funds by Fidelity Investments

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity 500 Index Institutional Pr	632.47B	2.78	11.89	13.75
Fidelity Contrafund	144.79B	5.42	16.00	16.05
Fidelity Contrafund K	12.75B	5.45	16.08	16.15
Fidelity Total Market Index Instl b	106.34B	3.06	11.30	13.16
Fidelity Blue Chip Growth	61.8B	2.25	15.58	18.45

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Strategic Adviser.	14.58	+0.02	+0.14%