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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 7.69  /  1.05 %
  • Total Assets 9.2 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 6.90%
  • Effective Duration 10.87 years

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 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 sound investment process and strong management team 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 sizable cost advantage over competitors, priced within the cheapest 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 0
  • Bond Holdings 27
  • Other Holdings 2
  • % Assets in Top 10 Holdings 65.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

7.83
693,413,973
Government

United States Treasury Notes 1.125%

7.83
692,880,187
Government

United States Treasury Notes 0.125%

7.08
626,641,824
Government

United States Treasury Notes 0.125%

6.97
617,240,539
Government

United States Treasury Notes 0.25%

6.40
566,253,418
Government

United States Treasury Notes 0.125%

6.25
553,304,082
Government

United States Treasury Notes 0.125%

6.08
538,212,558
Government

United States Treasury Notes 0.875%

6.04
534,920,958
Government

United States Treasury Notes 0.125%

5.60
496,034,597
Government

United States Treasury Notes 1.375%

5.27
466,361,569
Government