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Fidelity Limited Term Bond (FJRLX)

11.17 +0.03 (+0.27%)
At close: May 3 at 8:01 PM EDT
Loading Chart for FJRLX
DELL
  • Previous Close 11.14
  • YTD Return -0.01%
  • Expense Ratio 1.38%
  • Category Short-Term Bond
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.08B
  • Beta (5Y Monthly) 0.41
  • Yield 2.70%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.11
  • Inception Date Nov 3, 1997

The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. Allocating the fund's assets across investment-grade, high yield, and emerging markets debt securities. Using the Fidelity Limited Term Composite Index? as a guide in allocating assets across the investment-grade and high yield asset classes.

Fidelity Investments

Fund Family

Short-Term Bond

Fund Category

2.08B

Net Assets

1997-11-03

Inception Date

Performance Overview: FJRLX

Trailing returns as of 5/3/2024. Category is Short-Term Bond.

YTD Return

FJRLX
0.01%
Category
0.44%
 

1-Year Return

FJRLX
3.67%
Category
2.65%
 

3-Year Return

FJRLX
0.17%
Category
3.38%
 

5-Year Return

FJRLX
1.41%
Category
2.40%
 

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Holdings: FJRLX

Sector Weightings

SectorFJRLX
Energy   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

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