FVSAX : Strategic Advisers® Value Fund

FVSAX is a US Stocks Market Large Value with LOW fees.

FVSAX

Strategic Advisers® Value Fund

FI Score

86 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

86% FI Score
  • fvsax
  • Mutual Fund
  • US Stocks
  • Large Value

Strategic Advisers® Value Fund

Expenses: 0.22% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities. The fund normally invests primarily in securities of companies with large market capitalizations. It invests in domestic and foreign issuers. The fund allocates assets among affiliated funds and non-affiliated funds that participate in Fidelity's FundsNetwork®, and non-affiliated exchange traded funds (ETFs) (underlying funds) and sub-advisers.

Largest Holdings

Amount Holding
5.90% Fidelity® SAI US Large Cap Index
5.61% Fidelity® SAI US LowVolatility Idx
2.66% Invesco Diversified Dividend R6
2.57% JPMorgan Chase & Co
2.50% Bank of America Corp
2.44% Verizon Communications Inc
2.20% Intel Corp
2.07% Pfizer Inc
1.68% AT&T Inc
1.63% Merck & Co Inc
1.33% Amgen Inc
1.33% Citigroup Inc
1.31% Cisco Systems Inc
1.19% Comcast Corp Class A
1.07% Johnson & Johnson
1.06% Chevron Corp
0.97% Wells Fargo & Co
0.91% Oracle Corp
0.83% Gilead Sciences Inc
0.81% International Business Machines Corp
0.74% Walgreens Boots Alliance Inc
0.73% Morgan Stanley
0.69% Phillips 66
0.65% Capital One Financial Corp
0.63% Cummins Inc

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