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 on its cheapest share classes while its pricier shares earn Silver and Bronze.
Fidelity Advisor® Total Bond M FEPTX
NAV / 1-Day Return
10.84
/
0.10
%
Total Assets
34.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
17.14
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
0
Status
Open
TTM Yield
1.90%
Effective Duration
6.11
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
An excellent choice for Core-plus exposure.
