FZOLX Mutual Fund

FZOLX Mutual Fund (Fidelity SAI Low Duration Income Fund) is managed by Fidelity Investments (US) with $3.35B in net assets. FZOLX expense ratio is 0.20%, holding 348 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2020-09-15.

FZOLX performance shows a YTD return of 1.70%. The 1-year return is 2.45% and the 5-year return is 3.26%. FZOLX dividend yield stands at 4.96%, paid semi-annually.

FZOLX top holdings include Us Treasury N/B 08/27 3.625 (10.3%), Us Treasury N/B 3.38% 12/31/2027 3.38 2027-12-31 (5.0%), B 2/11/27 Govt (5.0%), United States Treasury Bills 0% (4.2%), Us T Bill Zcp 01/21/27 (2.2%). Go to all FZOLX holdings, FZOLX sectors, or FZOLX dividends.

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