Fidelity Total Bond Fund Quote
| FEPIX Fund | USD 9.59 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Total is trading at 9.59 as of the 30th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.57. Fidelity Total has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Total Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. More on Fidelity Total Bond
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Fidelity Total Bond [FEPIX] is traded in USA and was established 30th of November 2024. Fidelity Total is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Fidelity Investments family. This fund currently has accumulated 32.47 B in assets under management (AUM) with no minimum investment requirementsFidelity Total Bond is currently producing year-to-date (YTD) return of 3.57% with the current yeild of 0.04%, while the total return for the last 3 years was -0.9%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Total Bond Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Fidelity Total Bond Risk Profiles
| Mean Deviation | 0.2213 | |||
| Standard Deviation | 0.3 | |||
| Variance | 0.09 | |||
| Risk Adjusted Performance | (0.02) |
Fidelity Total Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Total financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Total security.
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