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Fidelity Advisor® Total Bond M FEPTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.22  /  0.18 %
Total Assets
33.1 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
16.64 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
1.93%
Effective Duration
5.91 years

USD | NAV as of Jul 22, 2021 | 1-Day Return as of Jul 22, 2021, 9:27 PM GMT+00:00

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Morningstar’s Analysis

Will FEPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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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

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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

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The Parent Pillar is our rating of FEPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A true standout.

Associate Director

Summary

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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.

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