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Morningstar

Fidelity® Investment Grade Bond FBNDX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.27  /  0.26 %
  • Total Assets 8.0 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 / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.66%
  • Effective Duration 6.43 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FBNDX

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

People Pillar

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

Be ready to ride out some volatility to benefit here.

Senior Analyst

Summary

| by Mike Mulach

Fidelity Investment Grade Bond's capable management and robust resources merit a Morningstar Analyst Rating of Bronze for its cheapest shares, while the rest range from Neutral to Negative depending on fees.

Unlock our full analysis with Morningstar Investor