Fidelity Low Duration 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 Low Duration Bond ETF FLDB
Morningstar’s Analysis FLDB
Will FLDB 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 FLDB 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 FLDB’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 28.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.125% | 8.76 | 36M | Government |
United States Treasury Notes 3.625% | 6.97 | 29M | Government |
United States Treasury Notes 3.375% | 6.10 | 25M | Government |
United States Treasury Notes 3.75% | 3.28 | 13M | Government |
United States Treasury Notes 3.5% | 1.55 | 6M | Government |
Fidelity Cash Central Fund | 0.74 | 3M | Cash and Equivalents |
Royal Bank of Canada 5.069% | 0.40 | 2M | Corporate |
JPMorgan Chase & Co. 6.07% | 0.39 | 2M | Corporate |
Goldman Sachs Group, Inc. 1.948% | 0.39 | 2M | Corporate |
FLATIRON CLO 28 LTD / LLC 0.19444% | 0.38 | 2M | Securitized |
United States