The investment seeks to provide investment results that correspond to the total return of the inflation-protected sector of the United States Treasury market. Fidelity Series is traded on NASDAQ Exchange in the United States. Downside deviation of 0.12% indicates contained downside behavior. It is managed by Fidelity Investments.
Fidelity Series 0 5 (FSTZX) currently is priced at $10.02 as of May 9, 2026, representing a 0.1% increase on the day after opening at $10.01. Fidelity Series currently exhibits 17% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, Fidelity Series has demonstrated strong risk-adjusted performance, in line with its balanced performance profile. The performance scores window runs from February 8, 2026 to May 9, 2026. Learn more.
Fidelity Series 0 5 [FSTZX] is traded in USA. The fund is listed under the Short-Term Inflation-Protected Bond category and is part of the Fidelity Investments family. Fidelity Series 0 currently has accumulated $7.7 billion in assets under management (AUM) with no minimum investment requirements. Fidelity Series is an operator in the short-term inflation-protected bond segment where revenue is driven by core operating activity and end-market demand.
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund
Fund Concentration
Short-Term Inflation-Protected Bond, Fidelity Investments, (View all Sectors)
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund NAV Analysis
Above Model Estimate
Today
10.02
The valuation of Fidelity Series 0 reflects its underlying holdings and portfolio composition over a 3 months horizon. Pricing gaps often arise from short-term dislocations between fund value and underlying asset movements.
Institutional Mutual Fund Holders for Fidelity Series
Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Revenue scale should be reviewed against peers and reporting history. How that holder base reacts to earnings changes can move Fidelity Series 0 5 in the short term. The business currently sits in the its sector and the its industry. Watching Fidelity Series 0 5 holder turnover alongside earnings revisions adds depth to the ownership view.
Institutional context for Fidelity Series 0 5 matters most alongside valuation and volatility. The current classification points to the Short-Term Inflation-Protected Bond category. For Fidelity Series 0 5, institutional flows, insider activity, and short interest together distinguish passive rebalancing from active conviction.
Predictive Daily Indicators
Monitoring Fidelity Series' daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Fidelity Series 0 5 within Short-Term Inflation-Protected Bond rely on smoothing, regression, and moving-average techniques applied to historical prices. These models describe observed NAV patterns. The real test is whether the fund's current positioning matches its historical profile.
The fund overview for Fidelity Series summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 94.0% bonds and 6.0% cash. It is classified under Short-Term Inflation-Protected Bond within the Fidelity Investments family.
Methodology
Unless otherwise specified, data for Fidelity Series 0 5 is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Fidelity Series 0 5 market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: The data underlying this report is sourced from public fund disclosures, holdings reports, and market data feeds, including filings and releases published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Some updates may be delayed based on publication cadence. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Fidelity Series 0 5 may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board