Fidelity High Income Fund (SPHIX)

$8.85
D 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 4 0.13 8.58% -2.34% 0.72%
Bond - U.S. High Yield 5 0.27 8.16% - -

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

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 0.23% -0.03% 0.26%
Year-to-Date 8.58% 8.16% 0.42%
1 Year 3.93% 5.29% -1.36%

Risk, Fees & Styles

(as of 5/31/2019)
RISK PROFILE Help

Fund's Risk

4%

(low)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% 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)
81%

Return in excess of styles
(over past year)
-2.48%