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Morningstar

Fidelity® Focused High Income FHIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 7.71  /  0.00
  • Total Assets 214.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.47%
  • Effective Duration —

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 10:15 PM GMT+0

Morningstar’s Analysis FHIFX

Will FHIFX 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 FHIFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FHIFX 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 FHIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity ® Focused High Income's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FHIFX

More FHIFX Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 277
  • Other Holdings 9
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Revere Str Tr

8.92
19,770,214
Cash and Equivalents

Sprint Capital Corporation 6.875%

1.72
3,809,209
Corporate

Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al

1.50
3,315,058
Corporate

Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 5.25%

1.44
3,192,188
Corporate

Crestwood Midstream Partners LP / Crestwood Midstream Finance Corp. 5.75%

1.32
2,936,304
Corporate

Asgn Incorporated 4.625%

1.15
2,556,721
Corporate

PG&E Corporation 5%

1.14
2,533,969
Corporate

Hilton Domestic Operating Co Inc. 4%

1.10
2,434,446
Corporate

Jbs Usa Lux SA/Jbs Usa Food Company/Jbs Usa Finance Inc 5.5%

1.09
2,410,466
Corporate

Hess Midstream Operations LP 5.625%

1.03
2,286,669
Corporate