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Morningstar

Fidelity Sustainable Core Plus Bond ETF FSBD

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FSBD

Will FSBD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSBD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSBD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSBD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Sustainable Core Plus Bond ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSBD

More FSBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

11.71 1.3 Mil
Cash and Equivalents

United States Treasury Bonds 2.25%

6.36 726,634
Government

United States Treasury Notes 3.5%

5.78 660,844
Government

Federal National Mortgage Association 2%

3.36 384,609
Securitized

United States Treasury Notes 3.375%

3.00 342,583
Government

SYMPHONY CLO LTD

2.81 320,798
Securitized

Federal National Mortgage Association 6.5%

2.22 253,838
Securitized

Allegro Clo XV Ltd / LLC

2.19 250,553
Securitized

CEDAR FUNDING CLO LTD

2.19 250,355
Securitized

United States Treasury Notes 3.625%

1.66 190,289
Government