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Morningstar

Fidelity® Capital & Income FAGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.32  /  0.32 %
  • Total Assets 11.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.54%
  • Effective Duration —

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s 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

| by Sam Kulahan

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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