FTBRX Mutual Fund

FTBRX Mutual Fund (Fidelity Advisor Limited Term Bond Fund Class M) is managed by Fidelity Investments (US) with $89.6M in net assets. FTBRX expense ratio is 0.60%, holding 1055 positions across sectors including Financials, Utilities, Energy. Inception date: 1992-09-10.

FTBRX performance shows a YTD return of 0.64%. The 1-year return is 2.30% and the 5-year return is 1.90%. FTBRX dividend yield stands at 3.54%, paid monthly.

FTBRX top holdings include High Yield Investments Directly Held (11.9%), Us Treasury N/B 3.875 5/15/2029 (8.3%), United 3.875% 03/31 (2.6%), Fidelity Cash Central Fund (2.5%), Us Treas Nts 4.125% 05/31/31 (0.9%). Go to all FTBRX holdings, FTBRX sectors, or FTBRX dividends.

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