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Morningstar

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx FSTDX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.95  /  0.25 %
  • Total Assets 8.6 Bil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.67%
  • Effective Duration 10.85 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FSTDX

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

People Pillar

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

Summary

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Decreased confidence in Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Quantitative Rating to Silver from Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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