Strategic Advisers Income Fund Quote
| FPIOX Fund | USD 8.63 0.02 0.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Strategic Advisers is trading at 8.63 as of the 28th of April 2025; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 8.61. Strategic Advisers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 28th of April 2025. Click here to learn more.
The fund normally invests primarily in income-producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities . It potentially invests in non-income producing securities, including defaulted securities and common stocks. More on Strategic Advisers Income
Moving together with Strategic Mutual Fund
| 0.82 | FPXTX | Fidelity Pennsylvania | PairCorr |
| 0.81 | FRIMX | Fidelity Income Repl | PairCorr |
| 0.82 | FRQIX | Fidelity Income Repl | PairCorr |
| 0.87 | FAGIX | Fidelity Capital Income | PairCorr |
| 0.95 | FTF | Franklin Templeton | PairCorr |
| 0.87 | FAHDX | Fidelity Advisor High | PairCorr |
Moving against Strategic Mutual Fund
Strategic Mutual Fund Highlights
| Thematic Idea | Junk Bonds Funds (View all Themes) |
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, High Yield Bond Funds, Junk Bonds Funds, High Yield Bond, Fidelity Investments, Large, High Yield Bond (View all Sectors) |
| Update Date | 28th of December 2021 |
| Expense Ratio Date | 27th of October 2021 |
| Fiscal Year End | February |
Strategic Advisers Income [FPIOX] is traded in USA and was established 28th of April 2025. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Fidelity Investments family. The entity is thematically classified as Junk Bonds Funds. This fund currently has accumulated 1.55 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers Income is currently producing year-to-date (YTD) return of 0.74% with the current yeild of 0.06%, while the total return for the last 3 years was 4.7%.
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 Income 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 Income Mutual Fund Constituents
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| VWEAX | Vanguard High Yield Corporate | Mutual Fund | High Yield Bond | |
| SJNK | SPDR Bloomberg Short | Etf | High Yield Bond | |
| PRHIX | T Rowe Price | Mutual Fund | High Yield Bond | |
| PAHIX | T Rowe Price | Mutual Fund | High Yield Bond | |
| MHCAX | Mainstay High Yield | Mutual Fund | High Yield Bond | |
| ARTFX | Artisan High Income | Mutual Fund | High Yield Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Strategic Advisers Income Risk Profiles
| Mean Deviation | 0.236 | |||
| Standard Deviation | 0.3422 | |||
| Variance | 0.1171 | |||
| Risk Adjusted Performance | (0.09) |
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |