The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIKUX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FIKUX 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 FIKUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A compelling diversified mortgage offering.
Max Curtin
Senior Analyst
Summary
Fidelity Mortgage Securities’ combination of experienced structured product investors and strong quantitative capabilities continue to inspire confidence.