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Fidelity Intermediate Bond (FTHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.96+0.01 (+0.10%)
As of 08:06AM EDT. Market open.

Fidelity Intermediate Bond

Boston, MA 02109

82 Devonshire Street

Fidelity Fixed Income Trust

Management information
,Lead manager since 29 October 2019
Julian Potenza is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Prior to joining Fidelity in 2007, Mr. Potenza was a credit analyst at Investors Bank and Trust. He has been in the investment industry since 2003. Mr. Potenza earned his bachelor of science degree in finance and economics from the Carroll School of Management at Boston College. He is also a CFA charterholder.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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 Bond
Fund familyFidelity Investments
Net assets3.66B
YTD return-1.20%
Yield3.27%
Morningstar rating★★★★★
Inception date22 May 1975

Fund operations

Last dividend0.11
Last cap gain-12.00
Holdings turnover64.00%
Average for categoryN/A

Fees and expenses

ExpenseFTHRXCategory average
Annual report expense ratio (net)0.45%0.61%
Prospectus net expense ratio0.45%N/A
Prospectus gross expense ratio0.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A