Fidelity® Short-Term Bond Fund (FSHBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to obtain a high level of current income consistent with preservation of capital. The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Barclays « U.S. 1-3 Year Government/Credit Bond Index. The fund normally maintains a dollar-weighted average maturity of three years or less. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.


1 month-0.15% 3 years+1.22%
3 months+0.11% 5 years+2.16%
1 year+1.16% Since inception+4.70%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+2.16%+3.21%
Expense ratio0.45%0.87%
Risk 5 year sharpe ratio2.091.67
Net assets$7.8B$2.1B
Average market cap--$50.3B
Average P/E--18.0
Portfolio turnover68%68%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureRobert Galusza / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


Fixed income94.57%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- US Treasury Note 0.5%7.91%
-- US Treasury Note 0.625%5.19%
-- US Treasury Note 0.875%3.36%
-- US Treasury Note 0.625%2.63%
-- US Treasury Note 0.875%2.09%
-- US Treasury Note 0.75%1.84%
-- US Treasury Note 0.625%1.26%
-- US Treasury Note 0.5%0.76%
-- J P Morgan Chase & Co Mtn Be 1.35%0.71%
-- Chase Issuance Tr 2012-8a 0.54%0.63%

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