Strategic Advisers Tax Sensitive Fund Quote

FGNSX Fund  USD 10.03  0.01  0.1%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Strategic Advisers is trading at 10.03 as of the 29th of November 2024; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 10.02. Strategic Advisers has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Strategic Advisers Tax Sensitive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of June 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests primarily in U.S. dollar-denominated municipal money market securities and high quality investment-grade municipal debt securities whose interest is exempt from federal income tax . It maintains a dollar-weighted average maturity of three years or less. More on Strategic Advisers Tax Sensitive

Moving together with Strategic Mutual Fund

  0.7FPURX Fidelity PuritanPairCorr
  0.7FPUKX Fidelity PuritanPairCorr

Moving against Strategic Mutual Fund

  0.62FQITX Fidelity Salem StreetPairCorr

Strategic Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Muni National Short Funds, Muni National Short, Fidelity Investments, Muni National Short, Muni National Short (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of July 2022
Fiscal Year EndMay
Strategic Advisers Tax Sensitive [FGNSX] is traded in USA and was established 29th of November 2024. Strategic Advisers is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Muni National Short category and is part of Fidelity Investments family. This fund currently has accumulated 4.15 B in assets under management (AUM) with no minimum investment requirementsStrategic Advisers Tax is currently producing year-to-date (YTD) return of 3.21% with the current yeild of 0.0%, while the total return for the last 3 years was 2.31%.
Check Strategic Advisers Probability Of Bankruptcy

Instrument Allocation

Top Strategic Advisers Tax Sensitive Mutual Fund Constituents

FMUSXFederated Municipal UltrashortMutual FundMuni National Short
USMTXJpmorgan Ultra Short MunicipalMutual FundMuni National Short
VWSUXVanguard Short Term Tax ExemptMutual FundMuni National Short
More Details

Strategic Advisers Tax Risk Profiles

Strategic Advisers Against Markets

Other Information on Investing in Strategic Mutual Fund

Strategic Advisers financial ratios help investors to determine whether Strategic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Strategic with respect to the benefits of owning Strategic Advisers security.
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