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Morningstar

Fidelity Intermediate Government Income FSTGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.50  /  +0.11 %
  • Total Assets 442.3 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.32%
  • Effective Duration 3.80 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSTGX

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

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity Intermediate Government Income's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSTGX

More FSTGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.125%

11.83 52.1 Mil
Government

Cash

10.81 47.6 Mil
Cash and Equivalents

United States Treasury Notes 2%

7.49 33.0 Mil
Government

United States Treasury Notes 4.125%

5.17 22.8 Mil
Government

United States Treasury Notes 0.25%

4.74 20.8 Mil
Government

United States Treasury Notes 3.75%

4.06 17.9 Mil
Government

United States Treasury Notes 0.75%

3.42 15.1 Mil
Government

United States Treasury Notes 4.625%

2.95 13.0 Mil
Government

United States Treasury Notes 4.875%

2.91 12.8 Mil
Government

United States Treasury Notes 2.75%

2.78 12.2 Mil
Government