Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund FSTDX
- NAV / 1-Day Return $7.27 / −0.14 %
- Fund Size $13.2B
- Adjusted Expense Ratio 0.000%
- Net Expense Ratio 0.000%
- Fee Level: Distribution Low
- Share Class Type No Load
- Morningstar Category Inflation-Protected Bond
- Fixed-Income Style Box (Funds) High/Extensive
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield 4.90%
- Average Effective Duration 10.18 yrs
Morningstar’s Analysis FSTDX
Will FSTDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 69.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 2.125% | 8.60 | 1B | Government |
United States Treasury Notes 1.875% | 8.39 | 1B | Government |
United States Treasury Notes 1.875% | 7.78 | 1B | Government |
United States Treasury Notes 1.875% | 7.71 | 1B | Government |
United States Treasury Notes 1.125% | 7.38 | 1B | Government |
United States Treasury Notes 1.75% | 7.00 | 957M | Government |
United States Treasury Notes 1.375% | 6.82 | 933M | Government |
United States Treasury Notes 0.625% | 6.53 | 893M | Government |
United States Treasury Notes 0.125% | 6.38 | 872M | Government |
United States Treasury Bonds 1.375% | 3.15 | 431M | Government |