Fidelity Capital & Income
Fidelity Summer Street Trust82 Devonshire StreetBoston, MA 02109
Map
Phone: 800-544-6666
| Category: | High Yield Bond | | Fund Family: | Fidelity Investments | | Net Assets: | 9.85B | | Year-to-Date Return: | 2.22% | | Yield: | 5.25% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 31, 1977 |
|
Mark Notkin
Lead Manager since Jul 20, 2003 | | | 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. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 500 | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 200 |
|
| |
| 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. |
| Last Dividend
(Apr 29, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 48.00% | | Average for Category: | 74.01% |
|
| Expense | FAGIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.77% | 1.13% | | Prospectus Net Expense Ratio: | 0.77% | N/A | | Prospectus Gross Expense Ratio: | 0.77% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 4.27% | | Max Deferred Sales Load:
| N/A | 2.31% | | 3 Yr Expense Projection*: | 246 | 569 | | 5 Yr Expense Projection*: | 428 | 899 | | 10 Yr Expense Projection*: | 954 | 1,824 |
|
|
0.01(0.10%) May 17