Morningstar calls the fund a "core" holding. Management The fund has manager tenure in its favor: O’Neil, who joined Fidelity in 1990, has been lead manager since 2004. He manages a number of other fixed-income funds at the firm. Co-manager Matthew Conti, who has a background as...
Fund data provided by Xignite and Morningstar. See Disclaimer. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Search Funds Highest Returns in Corporate Bond 1 YEAR 10.51% Pacer Trendpilot US Bond ETF PTBD 7.42% Van...
2. Morningstar nominated Ford O’Neil for its 2024 U.S. Outstanding Portfolio Manager Award for Fidelity Total Bond Fund (FTBFX). Each year, Morningstar recognizes an Outstanding Portfolio Manager, an individual or team who has produced exceptional returns over the long term. To qualify for th...
BBg US Agg Bond 1.25%-2.41%-0.33%1.35%3.66% MORNINGSTAR CATEGORY AVERAGE Intermediate Core-Plus Bond 2.37%-1.92%0.19%1.63%-- AFTER TAXES ON DISTRIBUTIONS Principal Core Plus Bond Fund Institutional Class -0.81%-4.32%-1.72%0.10%1.82%
Get the latest Fidelity Tax-Free Bond Fund (FTABX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.
$9,940.27 morningstar category: fund intermediate core bond fixed income investments entail interest rate risk (as interest rates rise bond prices usually fall), the risk of issuer default, issuer credit risk and inflation risk. foreign securities are subject to interest rate, currency exchange ...
Morningstar Category In an effort to distinguish funds by what they own, as well as by their prospectus objectives and styles, Morningstar developed the Morningstar Categories. While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the ...
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Securities are given a conviction score, with the highest conviction stocks included in the final portfolio. The strategy must adhere to the overall risk profile and Morningstar Style Box for the fund. It also balances sector weights and individual stock weighting.FFLVcarries an expense ratio of ...
FLDRFidelity Low Duration Bond Factor ETFBond$627,0197.1%99,994.0$50.150.04% Sort By: Overview Returns Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings ETFs Tracking Other Corporate Bonds ETFDatabase staff has allocated eachETFin theETFdatabase, as well as each inde...