Morningstar

Fidelity Limited Term Bond Fund FJRLX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.33  /  −0.18 %
  • Fund Size $3.9B
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.30%
  • Average Effective Duration 2.71 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis FJRLX

Will FJRLX outperform in the 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 FJRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong team leads this aggressive approach.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Fidelity Limited Term Bond’s experienced team is well-equipped to manage its higher-risk mandate despite recent manager changes.

by Saraja Samant
Rated on Published on

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Portfolio Holdings FJRLX

More FJRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.03875%

8.53 304M
Government

United States Treasury Notes 0.04125%

3.76 134M
Government

Fidelity Cash Central Fund

1.57 56M
Cash and Equivalents

JPMorgan Chase & Co. 0.04995%

0.60 21M
Corporate

Citigroup Inc. 0.05174%

0.49 17M
Corporate

Wells Fargo & Co. 0.05244%

0.49 17M
Corporate

Bank of America Corp. 0.04271%

0.46 16M
Corporate

Equitable Financial Life Global Funding 0.014%

0.41 15M
Corporate

Broadcom Inc 0.0415%

0.40 14M
Corporate

Pinnacle West Capital Corp. 0.0515%

0.39 14M
Corporate

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