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Mutual Fund Insights: Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

In-depth Analysis of Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

Mutual fund chart: Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

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See Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) performance details as of January 31, 2010

  

    Last Trade: $10.42 on 3/17/2010, Change: -0.01 (-0.1%)

  

Fund ManagerFund Manager - Curtis Hollingsworth

Fund Manager Tenure: 1.1 years   [Similar Funds: FSBAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Hollingsworth joined Fidelity Brokerage Services as a trader in 1983. Two years later, he became a portfolio manager for Fidelity Management & Research Corporation and since that time has worked exclusively in the management of government securities. A disciplined investor, Hollingsworth believes it is extremely difficult to forecast interest rates; it is easier to add value by adjusting a bond portfolio's sector weightings and yield-curve exposure.  Get more insights on Curtis Hollingsworth

  

What we like about Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) What we like about Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

Data for Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) as of January 31, 2010

  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) has good mid-term performance (3-year return 5.78% vs 4.96% Short Government category average)
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) has a Morningstar rating of 4 and above
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) has an annual stock turnover rate of 116.00% vs Short Government average of 163.17%. It is good that Fidelity Spartan S/T Tr Bd Idx Inv management does not trade extensively for its return.
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) has a lower management fee than its Short Government average: 0.20% vs 0.87%
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) What we are cautious about Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

Data for Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) as of January 31, 2010

  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) management has been with Fidelity Spartan S/T Tr Bd Idx Inv Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund is a focused fund with 35.81% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) has a less-than-ideal short-term performance (1-year return 1.72% vs 4.21% Short Government category average)
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) ratio of up-years vs down years can be improved
  • Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.9 that is higher than category average of 2.3
See Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) performance details as of January 31, 2010

  

  

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Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) Net Asset

Track net asset change of Fidelity Spartan S/T Tr Bd Idx Inv fund (FSBIX)

DateNet Asset
01/2010$197.45M
11/2009$194.64M
10/2009$188.67M
More historic net asset information on Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

  

Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) Portfolio Allocation

Track portfolio allocation change of Fidelity Spartan S/T Tr Bd Idx Inv fund (FSBIX)

DateCashStockBondOther
10/20091.33%0%98.67%0%
09/20090.11%0%99.89%0%
08/20091.33%0%98.67%0%
Click here to see more historic asset allocation information on Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

  

Most Recent Top 10 Holdings in Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

Discover what Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX) manager is buying

31-Oct-09
US Treasury Note 3.375% [9.27%]
US Treasury Note 3.125% [7.72%]
US Treasury Note 0.875% [5.09%]
US Treasury Note 4.625% [4.02%]
US Treasury Note 4.75% [2.97%]
US Treasury Note 4.875% [2.54%]
United States Treas Nts 1% [2.22%]
US Treasury Note 1.125% [2.07%]
United States Treas Nts 2.625% [2.03%]
United States Treas Nts [1.99%]

30-Sep-09
US Treasury Note 3.375% [9.44%]
US Treasury Note [8.54%]
US TREASURY NOTE [8.33%]
US Treasury Note 0.875% [5.18%]
US Treasury Note 4.25% [4.49%]
US TREASURY NOTE [4.31%]
US Treasury Note 4.75% [3.84%]
US Treasury Note [3.76%]
US Treasury Note 4.875% [2.72%]
US TREASURY NOTE [2.11%]

31-Aug-09
US TREASURY NOTE [11.53%]
US Treasury Note 4.25% [10.49%]
US Treasury Note 3.375% [9.73%]
US Treasury Note [9.14%]
US TREASURY NOTE [7.47%]
US Treasury Note [7.14%]
US Treasury Note 0.875% [5.6%]
US TREASURY NOTE [5.13%]
US Treasury Note 4.75% [3.99%]
US Treasury Note 4.875% [3.36%]
Click here for Stock Holding Change Map in Fidelity Spartan S/T Tr Bd Idx Inv Fund (FSBIX)

  

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