Morningstar

Fidelity Limited Term Government Fund FFXSX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $9.50  /  +0.11 %
  • Fund Size $148.7M
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Short Government
  • Fixed-Income Style Box (Funds) High/Limited
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.54%
  • Average Effective Duration 2.64 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis FFXSX

Will FFXSX outperform in the 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 FFXSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Limited Term Government holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FFXSX

More FFXSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

16.45 25M
Government

United States Treasury Notes 3.5%

12.62 19M
Government

United States Treasury Notes 4.125%

10.41 16M
Government

Cash

7.41 11M
Cash and Equivalents

United States Treasury Notes 3.5%

7.08 11M
Government

United States Treasury Notes 4.875%

7.00 11M
Government

United States Treasury Notes 4.25%

3.53 5M
Government

United States Treasury Notes 3.875%

3.36 5M
Government

Federal Home Loan Mortgage Corp. 3.347%

2.70 4M
Securitized

United States Treasury Notes 4.125%

2.40 4M
Government

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