Fidelity Capital & Income has compensated for its considerable risks by applying deft allocations to equities and skilled security selection. It carries a Morningstar Analyst Rating of Bronze under our enhanced ratings methodology.
Fidelity® Capital & Income FAGIX
NAV / 1-Day Return
11.22
/
0.18
%
Total Assets
14.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.670%
Expense Ratio
0.670%
Fee Level
Below Average
Longest Manager Tenure
17.92
years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
0
Status
Open
TTM Yield
3.38%
Effective Duration
—
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FAGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of FAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
About as bold as they come.
