Fidelity Tactical Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Tactical Bond ETF FTBD
Morningstar’s Analysis FTBD
Will FTBD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FTBD 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 FTBD’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.375% | 16.52 | 6M | Government |
Net Other Assets | 6.84 | 3M | — |
United States Treasury Bonds 4.75% | 6.67 | 2M | Government |
Fidelity Cash Central Fund | 6.52 | 2M | Cash and Equivalents |
United States Treasury Notes 3.75% | 5.73 | 2M | Government |
United States Treasury Notes 4.25% | 4.76 | 2M | Government |
United States Treasury Bonds 3.625% | 3.37 | 1M | Government |
United States Treasury Bonds 4.75% | 1.88 | 694,350 | Government |
United States Treasury Bonds 4.25% | 1.65 | 612,029 | Government |
United States Treasury Bonds 4% | 1.45 | 537,803 | Government |
United States