Fidelity Total Bond benefits from an experienced set of collaborators who employ deep research and robust quantitative tools to shape this strategy’s flexible profile. Their nimble implementation has led to a solid long-term record, earning a Morningstar Analyst Rating of Gold for the strategy’s three cheapest share classes and Silver for the other three.
Will FEPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEPAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FEPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FEPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.