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Morningstar

Fidelity Advisor® Total Bond M FEPTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.63  /  0.31 %
  • Total Assets 28.0 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.02%
  • Effective Duration 5.98 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FEPTX

Will FEPTX 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 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.

Manager Roster Changes on Fidelity Total Bond; Ratings Unchanged

Senior Analyst

Analyst Note

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