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Strategic Advisers Income Opportunities Fund (FPIOX)

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8.83 0.00    0%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 7.2B
Type:  Fund
Market:  United States
Asset Class:  Bond
Strategic Advisers Income Opportunities 8.83 0.00 0%

FPIOX Overview

 
On this page you'll find an in-depth profile of Strategic Advisers Income Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of FPIOX among other information.
Category

High Yield Bond

Total Assets

7.2B

Expenses

0.18%

Inception Date

39352

Investment Strategy

The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund normally invests primarily in income-producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It potentially invests in non-income producing securities, including defaulted securities and common stocks.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

Top Executives

Name Title Since Until
Jonathan Duggan Lead Portfolio Manager 2019 Now
Biography Jonathan Duggan is lead portfolio manager of the fund, which he has managed since 2018. He also manages other funds. Since joining Fidelity Investments in 2007, Mr. Duggan has worked as team leader of fixed income research and portfolio manager.
Charles Sterling Research Analyst 2018 Now
Biography Since joining Fidelity Investments in 1996, Mr. Sterling has worked as research analyst and portfolio manager.
Michael K Weaver Portfolio Manager 2018 2019
Biography Michael Weaver co‑manages retail and institutional assets. Mr. Weaver joined Fidelity in 2005 as a research analyst and has been managing portfolios since 2009. Prior to joining Fidelity, he worked as a research analyst at Janus Capital Group from 2003 to 2005, an investment banking associate at JPMorgan from 2000-2003, and as an investment banking analyst at Barclays Capital from 1998-2000. Mr. Weaver earned his Bachelor of Science degree in economics from the Wharton School at the University of Pennsylvania.
Matthew Conti Portfolio Manager 2016 2019
Biography Matt Conti is a portfolio manager at FMR Co. In this role, Mr. Conti manages Fidelity Advisor High Income Fund, VIP High Income Portfolio, Fidelity Focused High Income Fund, and Fidelity and Fidelity Advisor Short Duration High Income Fund, and FIAM High Yield Bond Discipline. Mr. Conti has been in the investments industry since joining Fidelity in 1995. Mr. Conti earned his BS degree in mechanical engineering from Carnegie Mellon University, his MS degree in mechanical engineering from Rensselaer Polytechnic Institute, and his MBA degree from Columbia Business School.
Gregory Pappas Portfolio Strategist 2007 2018
Biography Gregory Pappas is a portfolio manager for Strategic Advisers, Inc. (SAI), a unit of Fidelity Investments. Mr. Pappas joined Fidelity in 1990 as vice president for fixed income product and business development in the firm’s National Financial Correspondent Services group. He moved to SAI in 1996. Previous to Fidelity, Mr. Pappas was a senior portfolio manager at Bank of New England. Mr. Pappas received a bachelor of arts degree in economics, with honors, from St. Lawrence University. He is a CFA charterholder and a member of the Boston Security Analysts Society.
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