Morningstar

Fidelity Limited Term Municipal Income FSTFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.48  /  −0.18 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.92%
  • Effective Duration 2.60 years

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis FSTFX

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

  • People Pillar

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

A straightforward, risk-conscious approach to munis.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Fidelity Limited Term Municipal Income has served investors well by following a consistent and risk-conscious approach executed by a skilled and collaborative team.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings FSTFX

More FSTFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Municipal Cash Central

1.17 30.6 Mil
Cash and Equivalents

NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5%

1.06 27.7 Mil
municipal

METROPOLITAN WASH D C ARPTS AUTH ARPT SYS REV 5%

0.84 21.9 Mil
municipal

KING CNTY WASH SWR REV 0.875%

0.81 21.2 Mil
municipal

NEW YORK N Y 5%

0.78 20.4 Mil
municipal

LONG IS PWR AUTH N Y ELEC SYS REV 0.85%

0.74 19.3 Mil
municipal

CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.8%

0.74 19.2 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

0.66 17.2 Mil
municipal

WHITING IND ENVIRONMENTAL FACS REV 5%

0.63 16.3 Mil
municipal

TEXAS TRANSN COMMN 0.65%

0.60 15.6 Mil
municipal

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