1. The Morningstar Medalist RatingTM is a forward-looking analysis that considers a combination of qualitative and quantitative factors. Morningstar evaluates three key pillars when assessing a fund: People, Parent, and Process, coupled with a fee assessment. The Medalist Rating uses a scale of G...
This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The Morningstar Returns in each category are then scored against each other on a bell curve. In each Morn...
This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The Morningstar Returns in each category are then scored against each other on a bell curve. In each Morn...
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The Fidelity Advisor Short-Term Bond Fund falls within Morningstar’s short-term bond category. The fund seeks a high level of current income consistent with the preservation of capital. The fund benchmarks itself against the Barclays U.S. 1-3 Government/Credit Bond Index. The fund seeks...
Source: Morningstar, Fidelity Investments. Active bond managers have more opportunities It's important to understand how big the bond market really is to understand the importance of active management. A stock market index such as the S&P 500 can provide easy exposure to the biggest—and often...
However, the conversion of its index fund would be the first time a US fund manager has filed to refashion such a product into an ETF, according to Morningstar analyst Dan Sotiroff. Fidelity confirmed that it would be the first time the company had filed to convert an index fund into an...
Several charts are presented which illustrates the overall performance of the Fidelity U.S. Bond Index Strategic Income including a chart on its ratings and risks as of November 30, 2010, a chart on returns of investment from 1999 up to 2010, and the portfolio analysis given by Morningstar ...
US Bond 1.88% Other 1.56% Cash 0.3% Non US Bond 0.03% Country Allocation % Allocation United States 95.36% Cayman Islands 1.65% Ireland 1.46% Israel 0.76% United Kingdom 0.4% Netherlands 0.34% Canada 0.02% Japan 0.01% Fund Research as of January 31, 2025 ...
The Fidelity Capital & Income Fund (FAGIX) is another 5-star balanced fund that is tilted much more heavily toward bonds, with roughly 75% of the portfolio weighted to a bond allocation. The fund provides a good mix of growth and income. The market risk is higher than that of a pure ...