Fidelity Advisor Limited Term Bond benefits from collaborative leadership, meticulous risk management, and access to deep research resources to support its disciplined approach. The strategy earns a Morningstar Analyst Rating of Silver on the cheapest share class, a Bronze rating on the next two cheapest, and Neutral on the more expensive share classes.
Fidelity Advisor® Limited Term Bond I EFIPX
NAV / 1-Day Return
11.88
/
0.17
%
Total Assets
4.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.500%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
11.66
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
0
Status
Open
TTM Yield
1.61%
Effective Duration
2.81
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EFIPX 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 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.
Strong leadership maintains a disciplined approach in this short-term offering.
