Skip to Content
Morningstar

Fidelity Advisor® Limited Term Bond M FTBRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.83  /  0.18 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.02%
  • Effective Duration 2.46 years

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FTBRX

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

People Pillar

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

A compelling choice for credit-biased short-term bond exposure.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

A seasoned trio of comanagers lead Fidelity Advisor Limited Term Bond’s credit-focused yet risk-conscious approach to short-term bonds while leveraging the firm’s deep resources. This disciplined approach coupled with low fees makes this strategy an attractive offering.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTBRX

More FTBRX Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 521
  • Other Holdings 5
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

5.01
118,852,147
Government

United States Treasury Notes 4%

1.48
35,163,040
Government

Fidelity® Cash Central Fund

1.05
24,907,372
Cash and Equivalents

JPMorgan Chase & Co. 2.083%

1.00
23,720,597
Corporate

Deutsche Bank AG New York Branch 2.222%

0.95
22,585,562
Corporate

United States Treasury Notes 4.5%

0.88
20,906,266
Government

BPCE SA 1.652%

0.77
18,179,033
Corporate

Barclays PLC 2.852%

0.75
17,813,660
Corporate

Daimler Finance North America LLC 0.75%

0.74
17,452,563
Corporate

Bank of America Corporation 1.319%

0.62
14,724,159
Corporate