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Strategic Advisers Large Cap Fund (FCSAX)
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19/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 65.38B
Type:
Fund
Market:
United States
Issuer:
Fidelity Investments
Underlying:
S&P 500 TR
Asset Class:
Equity
Strategic Advisers Core
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FCSAX Overview
On this page you'll find an in-depth profile of Strategic Advisers Large Cap Fund. Learn about the key management, total assets, investment strategy and contact information of FCSAX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund allocates assets among affiliated equity funds and non-affiliated equity funds that participate in Fidelity's FundsNetwork®, and non-affiliated ETFs and sub-advisers. It allocates assets among sub-advisers and underlying funds using proprietary fundamental and quantitative research, considering factors including, but not limited to, performance in different market environments, manager experience and investment style, management company infrastructure, costs, asset size, and portfolio turnover.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gopalakrishnan Anantanatarajan | Senior Research Analyst | 2020 | 2024 |
| Biography | Since joining Fidelity Investments in 2006, Mr. Anantanatarajan has worked as a senior research analyst, research analyst, research associate, and a senior research associate. | ||
| Niall Devitt | a research associate/analyst/portfolio manager | 2020 | 2024 |
| Biography | Niall Devitt is co-manager of the fund, which he has managed since 2012. He also manages other funds. Mr. Devitt joined Fidelity Investments in 2001 and has been a part of Strategic Advisers since 2006 where he has worked as a research associate, analyst, and portfolio manager. Mr. Devitt also serves as team leader of the U.S. Equity Core team. | ||
| John A. Stone | Portfolio Manager | 2009 | 2021 |
| Biography | John A. Stone is lead portfolio manager of the fund, which he has managed since 2008. He also manages other funds. Mr. Stone joined Fidelity Investments in 1993 as a customer service team leader and also worked as a financial analyst and investment strategist. In 2006, Mr. Stone left Fidelity Investments and joined Mercer Global Investments as a portfolio manager and Principal. Since returning to Fidelity Investments in 2008, Mr. Stone has worked as a portfolio manager. | ||
| Thomas H. Watson | Portfolio Manager | 2017 | 2018 |
| Biography | Tom Watson is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Group, Inc. He is a director of equity research, North America. Previously, Tom was an equity analyst covering the software sector. He joined T. Rowe Price in 2007 after serving as a summer intern with the firm in 2006, covering semiconductors. Prior to this, Tom was employed as a strategy analyst for Forrester Research. He earned a B.A. in economics and English literature from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth. Tom has also earned the Chartered Financial Analyst designation. During the past five years, he has served as an equity research analyst, a Director of Equity Research, North America (beginning in 2015), and a portfolio manager (beginning in 2017). | ||
| Chandler Willett | Lead Portfolio Manager | 2016 | 2018 |
| Biography | Chandler Willett is lead portfolio manager, Sector Strategies and Sector Alternative Strategies at Fidelity Institutional Asset Management (FIAM). In this role he is responsible for the sector funds, including Large Cap Core, Small/Mid Cap Core, and Global Core. Prior to assuming his current responsibilities, Mr. Willett managed the Global Health Care sector portfolios and the Global Health Care Long/Short Fund from 2008 to 2013. Mr. Willet joined FIAM in 2006 and has been in the investments industry since 1998. Mr. Willett earned his bachelor of arts degree in economics from Duke University. | ||
| Joseph DeSantis | CIO (Chief Investment Officer) | 2016 | 2018 |
| Biography | Joseph DeSantis is a chief investment officer at Fidelity and serves as portfolio manager at FIAM, a unity of Fidelity. He also manages other Fidelity funds. Since joining Fidelity Investments in 2010, Mr. DeSantis worked as a research analyst and portfolio manager. Prior to Fidelity Investments, Mr. DeSantis was a chief investment officer and managing director with Evergreen Investment Management Company. Prior to joining Evergreen in 2005, he served as a Managing Director and Head of Equities-Americas with Deutsche Asset Management in New York. Additionally, he served as Managing Director and Chief Investment Officer for Chase Trust Bank in Tokyo, Japan. | ||
| David Small | Managing Director | 2016 | 2018 |
| Biography | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Anthony Nappo | Senior Vice President | 2015 | 2018 |
| Biography | Anthony Nappo is Co-Chief Investment Officer for the Select US Equity Portfolios and a Portfolio Manager/Research Analyst covering healthcare and energy. Before joining the firm in 2011, Nappo was a portfolio manager at Surveyor Capital, a group within Citadel LLC, where he managed a long/short healthcare portfolio and an analyst team. Prior to that, he was a portfolio manager with Caxton Associates for eight years, in charge of healthcare and energy for both long/short and long-only strategies. Nappo started his career in finance as an equity research analyst at J.P. Morgan Securities. He graduated first in his class with a BS in management from Binghamton University and holds an MBA in finance from the University of Pennsylvania’s Wharton School. Nappo is a CFA charterholder and member of the CFA Institute and the New York Society of Security Analysts. Location: New York | ||
| Ann M. Holcomb | Vice President | 2015 | 2018 |
| Biography | Ann Holcomb is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. She is also a portfolio manager and quantitative analyst in the Quantitative Equity Group. Ann is a vice president and Investment Advisory Committee member of the Capital Opportunity Fund. She joined the firm in 1996, and her investment experience dates from 1995.Prior to her current position, she was an investment data analyst and database programmer in the Quantitative Equity Group. Ann earned a B.A. in mathematics from Goucher College and an M.S. in finance from Loyola University Maryland. She has also earned the Chartered Financial Analyst designation. | ||
| Edward B. Wagner | Portfolio Manager | 2015 | 2018 |
| Biography | Ed Wagner is a Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on North American Strategies including All-Canada. Prior to joining ClariVest in 2007, Mr. Wagner was a Business Analyst at Advent Software. Before joining Advent, he was an Investment Analyst and served as a member of the Systematic investment team at Nicholas-Applegate Capital Management. Before joining Nicholas-Applegate, Mr. Wagner was an Assistant Product Manager and Junior Quantitative Analyst for Vestek Systems. Mr. Wagner holds a Bachelor’s degree in Economics from the University of California, San Diego, and an MBA from the Australian Graduate School of Management. He began his investment career in 1994. | ||
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