FEPTX Mutual Fund

FEPTX Mutual Fund

NAV$9.45
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Fund Essentials - as of Nov 30, 2025

Net Assets
$290M
Expense Ratio
0.75%
Dividend Yield (Current)
3.74%
Holdings
6,735
Inception Date
Jun 16, 2004
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.41%
1 Year+1.58%
3 Year+3.64%
5 Year+0.07%
10 Year+1.81%

Asset Allocation

Stocks: 0.66%
Bonds: 94.20%
Cash: 4.70%
Other: 0.44%
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Top Holdings

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TickerNameWeight
FTBFXFidelity Cash Central Fund4.81%
T 3.625 09/30/31Treasury Note (Otr) 3.63% Sep 30, 20312.77%
T 4.25 08/15/35United States Treasury Note/Bond 4.25% 08/15/20352.17%
-Fnma/Fhlg Tba Issuer1.93%
T 3.375 05/15/33Treasury Note (Otr) 3.38% May 15, 20331.92%
Top 10 Concentration: 21.19%Report Date: Nov 30, 2025
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Dividend Summary

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Dividend Yield (Current)
3.74%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FEPTX Mutual Fund Overview

FEPTX Mutual Fund (Fidelity Advisor Total Bond Fund Class M) is managed by Fidelity Investments (US) with $290.0M in net assets. FEPTX expense ratio is 0.75%, holding 6735 positions across sectors including Financials, Energy, Real Estate. Inception date: 2004-06-16.

FEPTX performance shows a YTD return of -1.41%. The 1-year return is 1.58% and the 5-year return is 0.07%. FEPTX dividend yield stands at 3.74%, paid monthly.

FEPTX top holdings include Fidelity Cash Central Fund (4.8%), Treasury Note (Otr) 3.63% Sep 30, 2031 (2.8%), United States Treasury Note/Bond 4.25% 08/15/2035 (2.2%), Fnma/Fhlg Tba Issuer (1.9%), Treasury Note (Otr) 3.38% May 15, 2033 (1.9%). Go to all FEPTX holdings, FEPTX sectors, or FEPTX dividends.

FEPTX can be compared against other funds. Use FEPTX overlap to find shared positions, or FEPTX vs another fund for a side-by-side view. FEPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.