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Morningstar

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx FSTZX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.58  /  +0.21 %
  • Total Assets 7.3 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/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.60%
  • Effective Duration 2.45 years

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FSTZX

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

  • People Pillar

    The People Pillar is our evaluation of the FSTZX 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 FSTZX’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 0-5 Yr Inf-Ptctd Bd Idx's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSTZX

More FSTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.125%

7.12 516.2 Mil
Government

United States Treasury Notes 1.25%

7.07 512.4 Mil
Government

United States Treasury Notes 0.375%

6.27 454.8 Mil
Government

United States Treasury Notes 0.125%

6.03 437.1 Mil
Government

United States Treasury Notes 2.375%

5.78 418.9 Mil
Government

United States Treasury Notes 0.125%

4.81 348.6 Mil
Government

United States Treasury Notes 0.375%

4.56 330.5 Mil
Government

United States Treasury Notes 0.125%

4.51 327.3 Mil
Government

United States Treasury Notes 0.75%

4.39 318.3 Mil
Government

United States Treasury Notes 1.625%

4.27 309.4 Mil
Government