Morningstar

Fidelity Capital & Income FAGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

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.

This team checks all the boxes.

Analyst Max Curtin

Max Curtin

Analyst

Summary

Fidelity Capital & Income’s robust credit and equity research capabilities have long provided this strategy an edge over peers. Appreciation for the managers’ ability to harness these insights supports a People Pillar upgrade to High from Above Average.

by Max Curtin
Rated on Published on

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