Strategic Advisers E Fund Quote
| FPCIX Fund | USD 9.14 0.02 0.22% |
PerformanceOK
| Odds Of DistressLow
|
Strategic Advisers is trading at 9.14 as of the 24th of July 2025; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 9.12. Strategic Advisers has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests primarily in investment-grade debt securities of all types and repurchase agreements for those securities. It invests up to 30 percent of assets in high yield and emerging market debt securities. The fund invests in domestic and foreign issuers. More on Strategic Advisers E
Moving together with Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Fidelity Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Strategic Advisers E [FPCIX] is traded in USA and was established 24th of July 2025. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Fidelity Investments family. This fund currently has accumulated 49.96 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers is currently producing year-to-date (YTD) return of 3.6% with the current yeild of 0.05%, while the total return for the last 3 years was 2.79%.
Check Strategic Advisers Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Strategic Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Strategic Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Strategic Advisers E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Strategic Advisers E Mutual Fund Constituents
| FTBFX | Fidelity Total Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| BCOIX | Baird E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| DLTNX | Doubleline Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| FSMTX | Fidelity Sai Total | Mutual Fund | Intermediate Core-Plus Bond | |
| FUTBX | Fidelity Sai Treasury | Mutual Fund | Intermediate Government | |
| IICIX | Voya Intermediate Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| MWTRX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond | |
| PDBAX | Prudential Total Return | Mutual Fund | Intermediate Core-Plus Bond |
Strategic Advisers Risk Profiles
| Mean Deviation | 0.2467 | |||
| Semi Deviation | 0.2555 | |||
| Standard Deviation | 0.3041 | |||
| Variance | 0.0925 |
Strategic Advisers Against Markets
Other Information on Investing in Strategic Mutual Fund
Strategic Advisers financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Advisers security.
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