Advertisement
Skip to Content

Fidelity Advisor® Limited Term Bond I EFIPX

Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.92  /  0.36 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.63%
  • Effective Duration 2.47 years

Morningstar’s Analysis EFIPX

Will EFIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strong team and a meticulous process make this a compelling short-term offering.

Summary

|

A seasoned trio of comanagers lead Fidelity Advisor Limited Term Bond’s disciplined approach to investing in short-term bonds while leveraging the firm’s robust resources. The strategy earns a Morningstar Analyst Rating of Silver on its cheapest share class, while its pricier shares range from Bronze to Negative.

Unlock our full analysis with Morningstar Investor