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Morningstar

Fidelity Short Duration High Income FSAHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 8.81  /  −0.21 %
  • Total Assets 236.9 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 6.12%
  • Effective Duration —

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSAHX

Will FSAHX 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 FSAHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSAHX 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 FSAHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Short Duration High Income's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSAHX

More FSAHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

5.53 12.8 Mil
Cash and Equivalents

TransDigm, Inc. 6.75%

1.28 3.0 Mil
Corporate

Carnival Corporation 7.625%

1.06 2.5 Mil
Corporate

UNIVISION TERM B 1LN 01/31/29

1.00 2.3 Mil
Corporate

Sable International Finance Limited 5.75%

0.99 2.3 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.125%

0.99 2.3 Mil
Corporate

Sensata Technologies BV 5%

0.98 2.3 Mil
Corporate

Tenet Healthcare Corporation 5.125%

0.97 2.3 Mil
Corporate

Global Partners LP / GLP Finance Corp. 7%

0.93 2.2 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.90 2.1 Mil
Corporate