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    Fidelity Capital & Income (FAGIX)

    9.24 Down 0.04(0.43%) Apr 29

    Profile as of Mar 30, 2016Get Profile for:
    Fidelity Capital & Income
    Fidelity Summer Street Trust82 Devonshire StreetBoston, MA 02109
    Phone: 800-544-8544
    Fund Overview 
    Category:High Yield Bond
    Fund Family:Fidelity Investments
    Net Assets:10.01B
    Year-to-Date Return:0.60%
    Morningstar Rating:5 stars
    Fund Inception Date:Nov 1, 1977
    Morningstar Style Box 
    High Yield Bond
    [View Category Definition]
    View Top High Yield Bond Funds
    About the Morningstar Style Box
    Management Information 
    Mark Notkin
    Lead Manager since Jul 21, 2003
    Mr. Notkin is a vice president and co-manager of Fidelity Investments. Since joining Fidelity in 1994, he has worked as a research analyst and portfolio manager.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    FAGIX can be purchased from 96 brokerages.

    Fund Summary 
    The investment seeks to provide a combination of income and capital growth. The fund invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

    Fund Operations 
    Last Dividend (Jun 4, 2015) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 27, 2016) : 41.00%
    Average for Category:67.74%
    Fees & Expenses 
    ExpenseFAGIXCategory Avg
    Annual Report Expense Ratio (net):0.72%1.07%
    Prospectus Net Expense Ratio:0.72%N/A
    Prospectus Gross Expense Ratio:0.72%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.15%
    Max Deferred Sales Load: N/A1.97%
    3 Yr Expense Projection*:230482
    5 Yr Expense Projection*:401765
    10 Yr Expense Projection*:8941,569
    * Per $10,000 invested