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Fidelity Inflation-Protected Bond (FINPX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Inflation-Protected Bond (FINPX) Fund

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Graph of Fidelity Inflation-Protected Bond Fund (FINPX) ManagerFund Manager - William Irving

Fund Manager Information

Fund Manager Tenure: 13.1 years
Fund Family: Fidelity Investments
Fund Category: Inflation-Protected Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Irving is manager of Institutional Short-Intermediate Government Fund, which he has managed since April 2008. He also manages other Fidelity funds. Since joining Fidelity Investments in 1999, Irving has worked as a quantitative analyst and portfolio manager.  Get more insights on William Irving

 

Graph of Fidelity Inflation-Protected Bond Fund (FINPX) ProfileFidelity Inflation-Protected Bond Fund (FINPX) Profile

Fund Profile and Description

Fidelity Inflation-Protected Bond Fund seeks a total return that exceeds the rate of inflation over the long term. Fidelity Inflation-Protected Bond Fund normally invests at least 80% of assets in inflation-protected debt securities of all types. It invests primarily in U.S. dollar-denominated inflation-protected debt securities. Fidelity Inflation-Protected Bond Fund can invest in both domestic and foreign issuers. It may engage in transactions that have a leveraging effect on the fund, including derivatives.

 

Fidelity Inflation-Protected Bond (FINPX) Fund Strength What we like about Fidelity Inflation-Protected Bond (FINPX) Fund

Data for Fidelity Inflation-Protected Bond Fund (FINPX) as of May 30, 2016

  • Fidelity Inflation-Protected Bond Fund (FINPX) management has been with Fidelity Inflation-Protected Bond Fund for 13.1 years
  • Fidelity Inflation-Protected Bond Fund (FINPX) has good short-term performance (1-year return 0.95% vs 0.22% Inflation-Protected Bond category median performance)
  • Fidelity Inflation-Protected Bond Fund (FINPX) has good mid-term performance (3-year return -0.16% vs -0.36% Inflation-Protected Bond category median performance)
  • Fidelity Inflation-Protected Bond Fund (FINPX) has good Long-term performance (5-year return 1.92% vs 1.42% Inflation-Protected Bond category median performance)
  • Fidelity Inflation-Protected Bond Fund (FINPX) ratio of up-years vs down years is greater than 2
  • Fidelity Inflation-Protected Bond Fund (FINPX) has an annual stock turnover rate of 29.00% vs Inflation-Protected Bond average of 83.47%. It is good that Fidelity Inflation-Protected Bond management does not trade extensively for its return.
  • Fidelity Inflation-Protected Bond Fund (FINPX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.87, lower than category average of 5
  • Fidelity Inflation-Protected Bond Fund (FINPX) has a lower expense ratio than its Inflation-Protected Bond average: 0.45% vs 0.76%
  • Fidelity Inflation-Protected Bond Fund (FINPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Inflation-Protected Bond Fund (FINPX) Weakness What we are cautious about Fidelity Inflation-Protected Bond (FINPX) Fund

Data for Fidelity Inflation-Protected Bond Fund (FINPX) as of May 30, 2016

  • Fidelity Inflation-Protected Bond Fund (FINPX) has a Morningstar rating of 3 and below
  • Fidelity Inflation-Protected Bond Fund (FINPX) is less safe compared to its Inflation-Protected Bond peers
See Fidelity Inflation-Protected Bond Fund (FINPX) performance details as of May 30, 2016

 

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Compare Fidelity Inflation-Protected Bond Fund (FINPX)Compare with other top Inflation-Protected Bond category mutual funds

Aadditional top Inflation-Protected Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Inflation-Protected Bond3.940.95-0.161.92
American Indep US Infl-Idx I (FFIHX)4.000.880.092.19Compare
BlackRock Inflation Prted Bd BlackRock (BPLBX)3.550.02-0.181.98Compare
Nuveen Inflation Protected Securities I (FYIPX)3.900.450.282.31Compare

See top fund managers for Inflation-Protected Bond Category Funds

 

Compare Fidelity Inflation-Protected Bond Fund (FINPX)Compare with Inflation-Protected Bond category ETFs

Some Inflation-Protected Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 15+ Year US TIPS ETF (LTPZ)8.33%1.74%1.48%
Schwab US TIPS ETF (SCHP)3.93%1.23%0.20%
SPDR Barclays TIPS ETF (IPE)4.16%1.12%0.18%
FlexShares iBoxx 3Yr Target Dur TIPS ETF (TDTT)2.15%0.53%-0.28%
iShares 0-5 Year TIPS Bond (STIP)000

 

Graph of Fidelity Inflation-Protected Bond Fund (FINPX) Net Asset TrackingFidelity Inflation-Protected Bond (FINPX) Fund Net Asset

Track net asset change of Fidelity Inflation-Protected Bond fund (FINPX)

DateNet Asset
05/2016$2.05B
03/2016$2.06B
02/2016$1.83B
More historic net asset information on Fidelity Inflation-Protected Bond Fund (FINPX)

  

Graph of Fidelity Inflation-Protected Bond Fund (FINPX) Portfolio TrackingFidelity Inflation-Protected Bond (FINPX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Inflation-Protected Bond fund (FINPX)

DateCashStockBondOther
04/20162.38%0%97.62%0%
02/20161.7%0%98.3%0%
01/20164.76%0%95.24%0%
Click here to see more historic asset allocation information on Fidelity Inflation-Protected Bond Fund (FINPX)

 

graph of Fidelity Inflation-Protected Bond Fund (FINPX) Top 10 Position TrackingTop 10 Holdings in Fidelity Inflation-Protected Bond (FINPX) Fund

Discover what Fidelity Inflation-Protected Bond Fund (FINPX) manager is buying

Apr 29, 2016
US Treasury TIP [6.94%]
US Treasury TIP 2.125% [5.98%]
US Treasury Note [4.47%]
US Treasury Bond [4.43%]

Feb 28, 2016
US Treasury TIP 0.125% [8.02%]
US Treasury TIP 3.625% [6.39%]
US Treasury TIP 2.125% [5.54%]
US Treasury TIP [5.07%]
US Treasury TIP 2.375% [4.86%]
US Treasury Note [4.81%]

Jan 30, 2016
US Treasury TIP 0.125% [8.01%]
US Treasury TIP 3.625% [6.35%]
US Treasury TIP 2.125% [5.58%]
US Treasury TIP [5.1%]
US Treasury TIP 2.375% [4.82%]
US Treasury TIP 2% [4.31%]
Click here for Stock Holding Change Map in Fidelity Inflation-Protected Bond Fund (FINPX)

  

Latest News on Fidelity Inflation-Protected Bond (FINPX) Fund

See what is happening with Fidelity Inflation-Protected Bond Fund (FINPX)

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Fidelity Inflation-Protected Bond Fund (FINPX) Related ResourcesSee more information on Fidelity Inflation-Protected Bond (FINPX) Fund

Popular pages on Fidelity Inflation-Protected Bond (FINPX) Fund

  

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