Fidelity Limited Term Bond ETF FLTB

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Morningstar’s Analysis FLTB

Will FLTB outperform in the future?

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

A strong team leads this aggressive approach.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Fidelity Limited Term Bond’s experienced team is well-equipped to manage its higher-risk mandate despite recent manager changes.

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Portfolio Holdings FLTB

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.625%

6.13 30M
Government

United States Treasury Notes 4.125%

2.42 12M
Government

United States Treasury Notes 4.25%

1.84 9M
Government

Net Other Assets

0.95 5M
—

Fidelity Cash Central Fund

0.68 3M
Cash and Equivalents

GA Global Funding Trust 5.4%

0.46 2M
Corporate

Trans-Allegheny Interstate Line Company 5%

0.46 2M
Corporate

Mexico (United Mexican States) 6%

0.45 2M
Government

LPL Holdings Inc. 4.9%

0.44 2M
Corporate

Pinnacle West Capital Corp. 5.15%

0.44 2M
Corporate

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