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Morningstar

Fidelity® Capital & Income FAGIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
8.92  /  0.80 %
Total Assets
11.0 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Below Average
Longest Manager Tenure
19.21 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
—
Min. Initial Investment
0
Status
Open
TTM Yield
4.33%
Effective Duration
— years

Morningstar’s Fund Analysis FAGIX

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.

Aggressive, but not all offense.

Analyst

Summary

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Fidelity Capital & Income has compensated for its considerable risks by applying deft allocations to equities and skilled security selection, along with exercising well-warranted caution at times. Its sole share class earns a Morningstar Analyst Rating of Bronze.

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