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Morningstar

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx FSTDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 7.38  /  −0.27 %
  • Total Assets 10.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.37%
  • Effective Duration 10.91 years

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FSTDX

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

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSTDX

More FSTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.125%

8.36 821.7 Mil
Government

United States Treasury Notes 1.375%

7.45 732.4 Mil
Government

United States Treasury Notes 0.625%

7.24 712.3 Mil
Government

United States Treasury Notes 0.125%

7.03 691.7 Mil
Government

United States Treasury Notes 0.125%

6.94 682.5 Mil
Government

United States Treasury Notes 0.125%

6.56 645.5 Mil
Government

United States Treasury Notes 0.125%

6.52 641.3 Mil
Government

United States Treasury Notes 0.25%

5.98 588.1 Mil
Government

United States Treasury Notes 0.125%

5.46 537.1 Mil
Government

United States Treasury Notes 1.75%

3.36 330.4 Mil
Government