Yahoo
Nasdaq - Delayed Quote USD

Strategic Advisers Fidelity Core Inc (FIWGX)

8.93 +0.02 (+0.22%)
As of 8:06:04 AM EST. Market Open.
Chart Range Bar
Loading chart for FIWGX
  • Previous Close 8.91
  • YTD Return -2.35%
  • Expense Ratio 0.17%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 91.59B
  • Beta (5Y Monthly) 1.02
  • Yield 4.62%
  • 5y Average Return --
  • Holdings Turnover 167.00%
  • Last Dividend 0.28
  • Inception Date Oct 16, 2018

Normally the fund invests primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield debt securities (also referred to as junk bonds) and emerging market debt securities. The advisor engage in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.

Fidelity Investments

Fund Family

Intermediate Core-Plus Bond

Fund Category

91.59B

Net Assets

2018-10-16

Inception Date

Performance Overview

View More

Trailing returns as of 10/29/2026. Category is Intermediate Core-Plus Bond.

YTD Return

FIWGX
2.35%
Category
0.61%

1-Year Return

FIWGX
1.35%
Category
3.06%

3-Year Return

FIWGX
4.73%
Category
5.69%

5-Year Return

FIWGX
0.09%
Category
3.75%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: