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Morningstar

Fidelity Advisor® Ltd Term Muni Inc M FTSHX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.25  /  0.09 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.01%
  • Effective Duration 2.52 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis FTSHX

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

People Pillar

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

A solid choice for muni investors.

Associate Director

Summary

| by Elizabeth Foos

The team managing Fidelity Limited Term Municipal Income is skilled and collaborative. This combined with the strategy's consistent and distinctive approach and attractive price tag will help it keep an edge, resulting in Morningstar Analyst Ratings of Silver for its cheapest share classes; the more-expensive share classes are rated Neutral and Negative.

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