Strategic Advisers Fidelity U.S. Total Stock Fund

Overview

The Strategic Advisers Fidelity U.S. Total Stock Fund is an open-end mutual fund designed to provide investors with comprehensive exposure to the U.S. equity market. It primarily invests at least 80% of its assets in U.S. common stocks and shares of other U.S. common stock funds, encompassing large-cap, mid-cap, and small-cap companies across various economic sectors. The fund employs a multi-manager approach, utilizing both direct investments and underlying Fidelity-managed funds to achieve its investment objectives. The fund's investment strategy includes both growth and value stocks, allowing for investments in domestic and foreign issuers. It employs a multi-manager approach, utilizing one or more sub-advisers and investing directly in securities or through underlying funds like mutual funds and ETFs. Asset allocation among these managers and funds relies on proprietary fundamental and quantitative research, taking into account various factors such as performance during different market conditions, manager experience, and portfolio turnover. With thousands of holdings, the fund aims to reflect the performance of the broader U.S. stock market and is benchmarked against the Dow Jones U.S. Total Stock Market Index. Managed by a team of experienced sub-advisers, it leverages deep proprietary research and multi-manager expertise to manage risk and optimize returns. The fund's role in the financial market is to deliver diversified domestic equity exposure, offering investors a straightforward avenue to participate in the overall growth and value of the U.S. stock market.

Investment Focus

• Minimum initial investment: $0.00
• Expense ratio: 0.31%

Portfolio Companies