Fidelity Capital & Income has compensated for its considerable risks by applying deft allocations to equities and skilled security selection. Its sole share class earns a Morningstar Analyst Rating of Bronze.
Will FAGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FAGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.