Strategic Advisers Fidelity US TtlStk
FCTDX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- BOSTON MA 02210 Boston MA United States of America 02210
- IPO Date
- Mar 26, 2018
- CIK
- 0001364924
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) is an open-end mutual fund that seeks capital appreciation by investing at least 80% of its assets in U.S. stocks and shares of other U.S. stock funds, including domestic and foreign issuers; it allocates across underlying funds such as Fidelity SAI U.S. Quality Index Fund, Fidelity Growth Company Fund, Fidelity SAI U.S. Low Volatility Index Fund, Fidelity Advisor Magellan Fund Class Z, and direct holdings like NVIDIA Corp., with sector emphases in technology (30.38%), financial services (14.17%), communication services, industrials, and consumer cyclical. The fund, launched on March 20, 2018, employs a large-cap blend investment style within the Large Blend Morningstar category and is managed primarily by Barry Golden since inception, alongside Gopalakrishnan Anantanatarajan since September 30, 2021. Headquartered in Boston, Massachusetts, as part of Fidelity Investments (founded 1946), it operates from Strategic Advisers LLC at 155 Seaport Boulevard and serves U.S. investors through platforms like Fidelity managed accounts, with total net assets exceeding $194 billion, a net expense ratio of 0.21%, and daily pricing. Recent developments include a dividend payment of $0.142 per share on December 30, 2024 (yielding 0.70%-0.78% TTM), portfolio adjustments such as defunding JPMorgan's Value Advantage mandate in early 2025 due to the lead portfolio manager's retirement and reallocating to JPMorgan Large Cap Core alongside increased exposure to D.E. Shaw's quantitative strategy, and a reorganization effective August 16, 2024, incorporating the predecessor Strategic Advisers Large Cap Fund and another fund to broaden its U.S. total stock market scope. The fund maintains geographic focus primarily on the United States (90.55% of assets), with minor exposures to the United Kingdom, Canada, Eurozone, and developed Asia, targeting long-term investors via no-load shares with $0 minimum initial investment.