Morningstar

Fidelity Advisor Environmental Bond Fund - Class C FEBDX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $8.16  /  0.00
  • Fund Size $33.6M
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.440%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.07%
  • Average Effective Duration 5.98 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis FEBDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Environmental Bond C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FEBDX

More FEBDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

10.25 4M
Cash and Equivalents

United States Treasury Bonds 4.625%

4.30 2M
Government

United States Treasury Notes 4.125%

3.36 1M
Government

United States Treasury Bonds 4.75%

3.32 1M
Government

United States Treasury Notes 3.75%

3.17 1M
Government

United States Treasury Notes 4.125%

3.15 1M
Government

United States Treasury Notes 4.375%

2.98 1M
Government

United States Treasury Notes 3.875%

2.64 922,950
Government

United States Treasury Notes 4%

2.10 733,283
Government

Federal Home Loan Mortgage Corp. 2%

2.08 727,716
Securitized

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