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Fidelity Capital & Income (FAGIX)

9.99 Down 0.02(0.20%) Oct 22

Profile as of Sep 29, 2014Get Profile for:
Fidelity Capital & Income
Fidelity Summer Street Trust82 Devonshire StreetBoston, MA 02109
Phone: 800-544-6666
Fund Overview 
Category:High Yield Bond
Fund Family:Fidelity Investments
Net Assets:10.46B
Year-to-Date Return:5.65%
Morningstar Rating:5 stars
Fund Inception Date:Nov 1, 1977
Morningstar Style Box 
High Yield Bond
[View Category Definition]
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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:500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:200
FAGIX can be purchased from 92 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. It uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Jun 5, 2014) : 0.00
Annual Holdings Turnover (Oct 20, 2014) : 47.00%
Average for Category:53.38%
Fees & Expenses 
ExpenseFAGIXCategory Avg
Annual Report Expense Ratio (net):0.71%1.08%
Prospectus Net Expense Ratio:0.71%N/A
Prospectus Gross Expense Ratio:0.71%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A4.17%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:227547
5 Yr Expense Projection*:395860
10 Yr Expense Projection*:8831,764
* Per $10,000 invested