Fidelity SAI Total Bond (FSMTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:06AM EDT. Market open.
Fidelity SAI Total Bond
Boston, MA 02109
82 Devonshire Street
Fidelity Fixed Income Trust
Management information
Ford E. O'Neil,Lead manager since 24 October 2018
Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryIntermediate Core-Plus Bond
Fund familyFidelity Investments
Net assets20.12B
YTD return-0.02%
Yield4.40%
Morningstar rating★★★★
Inception date24 Oct 2018
Fund operations
Last dividend0.10
Last cap gain-13.00
Holdings turnover204.00%
Average for categoryN/A
Fees and expenses
ExpenseFSMTXCategory average
Annual report expense ratio (net)0.29%0.75%
Prospectus net expense ratio0.29%N/A
Prospectus gross expense ratio0.29%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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