Morningstar

Fidelity Limited Term Bond ETF FLTB

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FLTB

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

  • People Pillar

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

An attractive credit-driven short-term bond offering.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Fidelity Limited Term Bond’s collaborative and experienced team capably executes this credit-focused yet risk-conscious approach at the short end of the yield curve.

by Saraja Samant
Rated on Published on

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Portfolio Holdings FLTB

More FLTB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

3.51 5.9 Mil
Government

United States Treasury Notes 4.5%

3.22 5.4 Mil
Government

United States Treasury Notes 4.125%

1.88 3.1 Mil
Government

Fidelity Cash Central Fund

1.47 2.5 Mil
Cash and Equivalents

United States Treasury Notes 4.625%

1.32 2.2 Mil
Government

Net Other Assets

0.81 1.4 Mil
—

Goldman Sachs Group, Inc. 2.64%

0.80 1.3 Mil
Corporate

Jbs Usa Lux SA/Jbs Usa Food Company/Jbs Usa Finance Inc 2.5%

0.76 1.3 Mil
Corporate

WarnerMedia Holdings Inc. 3.755%

0.70 1.2 Mil
Corporate

Slam 2021-1 Limited / Slam 2021-1 Llc 2.434%

0.70 1.2 Mil
Securitized

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