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Mutual Fund Insights: Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

In-depth Analysis of Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Mutual fund chart: Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

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See Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) performance details as of January 31, 2010

Last Trade: $10.72 on 3/17/2010, Change: 0.00 (0%)

Fund Manager - Mark Sommer

Fund Manager Tenure: 6.7 years
Fundmojo Fund Grade: C (Score: 0.5) (What does this score mean?)

Sommer is manager of New York Municipal Income Fund, which he has managed since June 2002. He also manages other Fidelity funds. Since joining Fidelity in 1992, Sommer has worked as an analyst and manager. Get more insights on Mark Sommer

What we like about Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Data for Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) as of January 31, 2010

Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) management has been with Fidelity Advisor Sh Interm Muni Inc B Fund for 6.7 years
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has good mid-term performance (3-year return 3.70% vs 3.49% Muni National Short category average)
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) ratio of up-years vs down years is greater than 2
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has an annual stock turnover rate of 20.00% vs Muni National Short average of 47.27%. It is good that Fidelity Advisor Sh Interm Muni Inc B management does not trade extensively for its return.

What we are cautious about Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Data for Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) as of January 31, 2010

Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has a less-than-ideal short-term performance (1-year return 3.12% vs 4.08% Muni National Short category average)
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has a less-than-ideal Long-term performance (5-year return 2.62% vs 2.92% Muni National Short category average)
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has a Morningstar rating of 3 and below
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) is less safe compared to its Muni National Short peers
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.66 that is higher than category average of 2.59
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) has a higher management fee of 1.43% than its Muni National Short average of 0.83%
Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) carries a 3% load

See Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) performance details as of January 31, 2010

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Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) Net Asset

Track net asset change of Fidelity Advisor Sh Interm Muni Inc B fund (FBSHX)

Date	Net Asset
01/2010	$3.23M
11/2009	$3.00M
10/2009	$3.09M

More historic net asset information on Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Sh Interm Muni Inc B fund (FBSHX)

Date	Cash	Stock	Bond	Other
10/2009	10.77%	0%	89.23%	0%
09/2009	11.31%	0%	88.69%	0%
07/2009	11.41%	0%	88.59%	0%

Click here to see more historic asset allocation information on Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Most Recent Top 10 Holdings in Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

Discover what Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX) manager is buying

31-Oct-09

New York N Y City Transitional Ref Bds [1.59%]
New York N Y City Transitional Future 5% [1.14%]
New York St Dorm Auth 5% [1.09%]
New Jersey St Transn Tr Fd Aut Ref 5.5% [0.87%]
Connecticut St Go Bds 5% [0.83%]
Clark Cnty Nev Sch Dist 5% [0.77%]
New Jersey St Tpk Auth 6% [0.76%]
Utah St Go Bds 5% [0.76%]
Maryland St Cap Impt 5.25% [0.73%]
New York N Y Go Bds 5% [0.71%]

30-Sep-09

New York N Y City Transitional Ref Bds [1.59%]
New York N Y City Transitional Future 5% [1.17%]
New York St Dorm Auth 5% [1.11%]
New Jersey St Transn Tr Fd Aut Ref 5.5% [0.86%]
Connecticut St Go Bds 5% [0.83%]
Clark Cnty Nev Sch Dist 5% [0.79%]
Utah St Go Bds 5% [0.78%]
New Jersey St Tpk Auth 6% [0.76%]
Maryland St Cap Impt 5.25% [0.72%]
New York N Y Go Bds 5% [0.71%]

31-Jul-09

New York N Y City Transitional Ref Bds [1.8%]
New York St Dorm Auth 5% [1.23%]
New Jersey St Transn Tr Fd Aut Ref 5.5% [0.98%]
Connecticut St Go Bds 5% [0.95%]
New Jersey St Tpk Auth 6% [0.87%]
Clark Cnty Nev Sch Dist 5% [0.86%]
Maryland St Cap Impt 5.25% [0.83%]
New York N Y Go Bds 5% [0.81%]
New York St Loc Govt Assistanc Ref Bd 5% [0.8%]
Arizona Sch Facs Brd Ctfs Part Ctfs 5.5% [0.79%]

Click here for Stock Holding Change Map in Fidelity Advisor Sh Interm Muni Inc B Fund (FBSHX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.