Fidelity intermediate core and core-plus bond comanager Jeff Moore plans to retire at the end of 2024, according to the firm. Moore, who joined Fidelity in 1995, has added tremendous value for fundholders throughout his career, serving nearly 20 years as a lead manager on Fidelity Investment Grade Bond and helping to prepare the next generation of Fidelity fixed-income investors. That plus thoughtful team succession planning, including in corporate-bond research, keeps all the funds' Morningstar Medalist Ratings intact.
Fidelity Corporate Bond ETF FCOR
Morningstar’s Analysis FCOR
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Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bonds 4.25% | 3.43 | 7.3 Mil | Government |
United States Treasury Bonds 3.625% | 1.92 | 4.1 Mil | Government |
United States Treasury Bonds 4.125% | 1.55 | 3.3 Mil | Government |
Net Other Assets | 1.15 | 2.4 Mil | — |
Bank of America Corp. 4.571% | 1.08 | 2.3 Mil | Corporate |
JPMorgan Chase & Co. 5.717% | 1.05 | 2.2 Mil | Corporate |
Cleco Corporate Holdings LLC 3.743% | 1.04 | 2.2 Mil | Corporate |
United States Treasury Bonds 3.625% | 0.92 | 2.0 Mil | Government |
Philip Morris International Inc. 5.75% | 0.90 | 1.9 Mil | Corporate |
Duke Energy Corp 4.5% | 0.88 | 1.9 Mil | Corporate |