Fidelity High Income Fund (SPHIX)

8.82
as of: 10/12/18
C Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. High Yield
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity High Income Fund 3 0.08 6.78% 1.12% 0.72%
Bond - U.S. High Yield 4 0.22 6.88% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Return
Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.92% 2.58% 0.34%
Year-to-Date 6.78% 6.88% -0.10%
1 Year 4.23% 6.04% -1.81%

Risk, Fees & Styles

(as of 9/30/2018)
RISK PROFILE Help

Fund's Risk

3%

(very low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 3% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.72%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$918

Real cost (fees + lost compounding)

$1,136

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
60%

Return in excess of styles
(over past year)
0.83%

  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.