The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFIPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EFIPX 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 EFIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strong team leads this aggressive approach.
Saraja Samant
Analyst
Summary
Fidelity Limited Term Bond’s experienced team is well-equipped to manage its higher-risk mandate despite recent manager changes.