The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEPTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FEPTX 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 FEPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A top-flight, all-weather core-plus option.
Max Curtin
Senior Analyst
Summary
Exemplary team planning has helped to secure Fidelity Total Bond’s place among the top intermediate core-plus bond strategies.