FJRLX : Fidelity® Limited Term Bond Fund

FJRLX is a Bond Market High Yield Bond with LOW fees.

FJRLX

Fidelity® Limited Term Bond Fund

FI Score

67 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

67% FI Score
  • fjrlx
  • Mutual Fund
  • Bond
  • High Yield Bond

Fidelity® Limited Term Bond Fund

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Fund Summary

The investment seeks to provide a high rate of income. The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. The manager manages the fund to have similar overall interest rate risk to the Fidelity Limited Term Composite Index℠. The manager maintains a dollar-weighted average maturity between two and five years. It allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
1.74% United States Treasury Notes 2.75%
1.44% United States Treasury Notes 2.88%
1.23% United States Treasury Notes 1.5%
0.98% United States Treasury Notes 1.62%
0.93% United States Treasury Notes 2.62%
0.91% United States Treasury Notes 2.38%
0.79% United States Treasury Notes 2.25%
0.62% Goldman Sachs Group, Inc. 2.9%
0.60% CVS Health Corp 3.7%
0.60% Liberty Mutual Group, Inc. 5%
0.59% Bank of America Corporation 4.2%
0.58% Charter Communications Operating, LLC/Charter Communications Operating Capi
0.54% United States Treasury Notes 2.12%
0.53% Federal National Mortgage Association 3%
0.53% Credit Suisse Group AG 3.57%
0.52% Comcast Corporation 1.62%
0.51% Deutsche Bank AG New York Branch 2.7%
0.51% JPMorgan Chase & Co. 3.56%
0.50% AT&T Inc 3.6%
0.50% Federal National Mortgage Association 3%
0.49% Wells Fargo & Company 2.41%
0.45% Bank of America Corporation 2.62%
0.43% Fannie Mae 4.5% 30 Year
0.42% WILLIAMS PARTNERS L.P. 3.6%
0.42% Goldman Sachs Group, Inc. 2.88%

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