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Fidelity Spartan US Bond Idx Investor (FBIDX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

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Graph of Fidelity Spartan US Bond Idx Investor Fund (FBIDX) ManagerFund Manager - Jay Small

Fund Manager Information

Fund Manager Tenure: 3.6 years
Fund Family: Fidelity Investments
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of Fidelity Spartan US Bond Idx Investor Fund (FBIDX) ProfileFidelity Spartan US Bond Idx Investor Fund (FBIDX) Profile

Fund Profile and Description

Fidelity Spartan US Bond Idx Investor Fund seeks to provide investment results that correspond to the total return of the bonds in the Barclays Capital U.S. Aggregate Bond index. Fidelity Spartan US Bond Idx Investor Fund normally invests at least 80% of total assets in bonds included in the Barclays Capital U.S. Aggregate Bond index. It uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, security structure, and credit quality to attempt to replicate the returns of the Index using a smaller number of securities.

 

Fidelity Spartan US Bond Idx Investor (FBIDX) Fund Strength What we like about Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

Data for Fidelity Spartan US Bond Idx Investor Fund (FBIDX) as of May 30, 2016

  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) management has been with Fidelity Spartan US Bond Idx Investor Fund for 3.6 years
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has good short-term performance (1-year return 2.91% vs 2.06% Intermediate-Term Bond category median performance)
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has good mid-term performance (3-year return 2.72% vs 2.45% Intermediate-Term Bond category median performance)
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has an annual stock turnover rate of 75.00% vs Intermediate-Term Bond average of 158.97%. It is good that Fidelity Spartan US Bond Idx Investor management does not trade extensively for its return.
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.91, lower than category average of 3.08
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has a lower expense ratio than its Intermediate-Term Bond average: 0.22% vs 0.81%
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Spartan US Bond Idx Investor Fund (FBIDX) Weakness What we are cautious about Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

Data for Fidelity Spartan US Bond Idx Investor Fund (FBIDX) as of May 30, 2016

  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has a less-than-ideal Long-term performance (5-year return 3.15% vs 3.27% Intermediate-Term Bond category median performance)
  • Fidelity Spartan US Bond Idx Investor Fund (FBIDX) has a Morningstar rating of 3 and below
See Fidelity Spartan US Bond Idx Investor Fund (FBIDX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Spartan US Bond Idx Investor Fund (FBIDX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Spartan US Bond Idx Investor3.362.912.723.15
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Fidelity Spartan US Bond Idx Investor Fund (FBIDX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of Fidelity Spartan US Bond Idx Investor Fund (FBIDX) Net Asset TrackingFidelity Spartan US Bond Idx Investor (FBIDX) Fund Net Asset

Track net asset change of Fidelity Spartan US Bond Idx Investor fund (FBIDX)

DateNet Asset
05/2016$22.81B
03/2016$21.71B
02/2016$21.30B
More historic net asset information on Fidelity Spartan US Bond Idx Investor Fund (FBIDX)

  

Graph of Fidelity Spartan US Bond Idx Investor Fund (FBIDX) Portfolio TrackingFidelity Spartan US Bond Idx Investor (FBIDX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Spartan US Bond Idx Investor fund (FBIDX)

DateCashStockBondOther
04/20164.5%0%95.44%0%
02/20163.28%0%96.66%0%
01/20162.79%0%97.15%0%
Click here to see more historic asset allocation information on Fidelity Spartan US Bond Idx Investor Fund (FBIDX)

 

graph of Fidelity Spartan US Bond Idx Investor Fund (FBIDX) Top 10 Position TrackingTop 10 Holdings in Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

Discover what Fidelity Spartan US Bond Idx Investor Fund (FBIDX) manager is buying

Apr 29, 2016
Fannie Mae 3.5% 30 Year [3.25%]
GNMA 3.5% [2.76%]
Fannie Mae 4% 30 Year [2.34%]
Fannie Mae 3% 30 Year [2.13%]
Freddie Mac 3.5% 30 Year [1.83%]
Ginnie Mae 3% 30 Year [1.5%]
GNMA 4% [1.5%]
FHLB 4% [1.22%]
Freddie Mac 3% 30 Year [1.09%]
US Treasury Note 1.5% [1.06%]

Feb 28, 2016
Fannie Mae 3.5% 30 Year [3.41%]
GNMA 3.5% [2.71%]
Fannie Mae 4% 30 Year [2.52%]
Fannie Mae 3% 30 Year [2.1%]
Freddie Mac 3.5% 30 Year [1.61%]
GNMA 4% [1.54%]
Ginnie Mae 3% 30 Year [1.52%]
Freddie Mac 3% 30 Year [1.18%]
US Treasury Note 1.5% [1.13%]
FHLB 4% [1.12%]

Jan 30, 2016
Fannie Mae 3.5% 30 Year [3.33%]
GNMA 3.5% [2.69%]
Fannie Mae 4% 30 Year [2.55%]
Fannie Mae 3% 30 Year [2.11%]
Freddie Mac 3.5% 30 Year [1.65%]
GNMA 4% [1.56%]
Ginnie Mae 3% 30 Year [1.49%]
Freddie Mac 3% 30 Year [1.19%]
US Treasury Note 1.5% [1.18%]
FHLB 4% [1.14%]
Click here for Stock Holding Change Map in Fidelity Spartan US Bond Idx Investor Fund (FBIDX)

  

Latest News on Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

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Fidelity Spartan US Bond Idx Investor Fund (FBIDX) Related ResourcesSee more information on Fidelity Spartan US Bond Idx Investor (FBIDX) Fund

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