Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.36% -0.07% 11.66M 334.87
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.43% 303.0% 21224.22 Upgrade

Basic Info

Investment Strategy
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types that the Adviser believes have positive environmental, social and governance (ESG) characteristics and repurchase agreements for those securities. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The fund invests in domestic and foreign issuers.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Celso Munoz 2.12 yrs
Ford O'Neil 2.12 yrs
Franco Castagliuolo 2.12 yrs
Michael Cheng 2.12 yrs
Michael Foggin 2.12 yrs
Michael Plage 2.12 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 21, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
6.89%
0.32%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-0.07%
3.89%
-0.92%
10.03%
3.31%
-1.01%
-13.58%
8.22%
1.75%
3.52%
-0.57%
9.81%
9.42%
-0.43%
-12.54%
6.81%
0.58%
4.88%
-0.45%
8.62%
6.25%
-1.42%
-12.76%
6.10%
0.11%
--
--
--
--
--
--
--
--
As of June 21, 2024.

Asset Allocation

As of June 17, 2024.
Type % Net % Long % Short
Cash 8.16% Upgrade Upgrade
Stock 0.04% Upgrade Upgrade
Bond 101.4% Upgrade Upgrade
Convertible 0.25% Upgrade Upgrade
Preferred 0.15% Upgrade Upgrade
Other -10.02% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types that the Adviser believes have positive environmental, social and governance (ESG) characteristics and repurchase agreements for those securities. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The fund invests in domestic and foreign issuers.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Fidelity Investments
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Celso Munoz 2.12 yrs
Ford O'Neil 2.12 yrs
Franco Castagliuolo 2.12 yrs
Michael Cheng 2.12 yrs
Michael Foggin 2.12 yrs
Michael Plage 2.12 yrs

Top Portfolio Holders

0 of 0