FPIOX : Strategic Advisers® Income Opportunities Fund

FPIOX is a Bond Market High Yield Bond with LOW fees.

FPIOX

Strategic Advisers® Income Opportunities Fund

FI Score

78 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

78% FI Score
  • fpiox
  • Mutual Fund
  • Bond
  • High Yield Bond

Strategic Advisers® Income Opportunities Fund

Expenses: 0.09% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Fund Summary

The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund normally invests primarily in income-producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It potentially invests in non-income producing securities, including defaulted securities and common stocks.

Largest Holdings

Amount Holding
19.19% Vanguard High-Yield Corporate Adm
12.90% MainStay MacKay High Yield Corp Bd A
9.65% Artisan High Income Investor
9.61% T. Rowe Price High Yield Adv
6.25% Fidelity® Capital & Income
5.67% BlackRock High Yield Bond Instl
3.92% Eaton Vance Income Fund of Boston A
0.28% C&W Senior Financing Designated Activity Company 6.88%
0.27% JBS USA LLC / JBS USA Finance INC 5.88%
0.26% Altice Financing S.A. 7.5%
0.26% Allegro VII Clo Ltd 2.32%
0.25% Tenet Healthcare Corporation 8.12%
0.24% Sprint Corporation 7.88%
0.23% Jbs Usa Lux SA/Jbs Usa Food Company/Jbs Usa Finance Inc 6.5%
0.23% JBS USA LLC / JBS USA Finance INC 5.75%
0.23% Tenet Healthcare Corporation 6.25%
0.23% Laureate Education, Inc. 8.25%
0.23% Refinitiv US Holdings Inc 8.25%
0.23% CHENIERE ENERGY PARTNERS L P 5.25%
0.22% Banff Merger Sub Inc 9.75%
0.22% Ally Financial Inc. 5.75%
0.21% CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.5%
0.21% Calpine Corporation 5.12%
0.20% T-Mobile USA, Inc. 6.38%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo