EFIPX Mutual Fund
EFIPX Mutual Fund
EFIPX Mutual Fund
Fidelity Advisor Limited Term Bond Fund Class I
EFIPX Mutual Fund Overview
EFIPX Mutual Fund (Fidelity Advisor Limited Term Bond Fund Class I) is managed by Fidelity Investments (US) with $488.2M in net assets. EFIPX expense ratio is 0.30%, holding 1055 positions across sectors including Financials, Utilities, Energy. Inception date: 1984-02-02.
EFIPX performance shows a YTD return of 0.82%. The 1-year return is 3.57% and the 5-year return is 1.92%. EFIPX dividend yield stands at 3.77%, paid monthly.
EFIPX top holdings include Treasury Note (Otr) 3.38% Sep 15, 2028 (4.6%), Us Treasury Note 4.125% Jul 31 28 (4.6%), Us Treasury N/B (2.9%), Fidelity Cash Central Fund (1.9%), Us Treasury N/B 08/30 3.625 (1.4%). Go to all EFIPX holdings, EFIPX sectors, or EFIPX dividends.
EFIPX can be compared against other funds. Use EFIPX overlap to find shared positions, or EFIPX vs another fund for a side-by-side view. EFIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.