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Morningstar

Fidelity® Intermediate Bond FTHRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.03  /  0.19 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.05%
  • Effective Duration 3.77 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis FTHRX

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

People Pillar

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

Worth a look for investors seeking less interest-rate sensitivity within the core bond universe.

Analyst

Summary

| by Saraja Samant

A skilled team and disciplined approach that courts risk carefully earns Fidelity Intermediate Bond a Morningstar Analyst Rating of Bronze.

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