FCONX : Fidelity® Conservative Income Bond Fund

FCONX is a Alternative Market Short with MODERATE fees.

FCONX

Fidelity® Conservative Income Bond Fund

FI Score

65 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

65% FI Score
  • fconx
  • Mutual Fund
  • Alternative
  • Short

Fidelity® Conservative Income Bond Fund

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why »

Fund Summary

The investment seeks to obtain a high level of current income consistent with preservation of capital. The fund normally invests at least 80% of assets in U.S. dollar-denominated money market and high quality investment-grade debt securities of all types, and repurchase agreements for those securities. It invests more than 25% of total assets in the financial services industries. The fund normally maintains a dollar-weighted average maturity of 0.75 years or less. It invests in fixed rate securities with a maximum maturity of two years or less and floating rate securities with a maximum maturity of three years or less.

Largest Holdings

Amount Holding
1.67% United States Treasury Notes 1.88%
1.41% United States Treasury Notes 1.75%
0.98% United States Treasury Notes 0.25%
0.72% Bank of America Corporation 2.33%
0.72% Wells Fargo Bank, National Association 2.26%
0.70% Bank of America Corporation 2.74%
0.69% Regions Bank of Alabama 2.21%
0.68% HSBC Holdings plc 1.43%
0.66% Bank of America Corporation 2.37%
0.64% HSBC Holdings plc 2.29%
0.60% Svenska Handelsbanken Ab (Publ) 2.15%
0.56% TD AMERITRADE Holding Corporation 1.12%
0.55% Credit Suisse AG New York Branch 0.5%
0.55% American Express Company 3.38%
0.55% Capital One Bank (USA), National Association (Virginia) 2.01%
0.52% Bank of America Corporation 1.77%
0.52% Wells Fargo Bank, National Association 3.32%
0.51% Morgan Stanley 0.94%
0.51% Morgan Stanley 0.75%
0.50% Bayer US Finance II LLC 1.85%
0.49% Daimler Finance North America LLC 2.59%
0.48% The Bank of New York Mellon Corporation 1.53%
0.48% Citibank, N.A. 2.29%
0.48% Royal Bank of Canada 1.39%
0.47% Caterpillar Financial Services Corporation 2.65%

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