FZOLX Mutual Fund

FZOLX Mutual Fund (Fidelity SAI Low Duration Income Fund) is managed by Fidelity Investments (US). FZOLX expense ratio is 0.20%, holding 259 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2020-09-15.

FZOLX performance shows a YTD return of 1.06%. The 1-year return is 3.08% and the 5-year return is 3.12%. FZOLX dividend yield stands at 4.48%, paid monthly.

FZOLX top holdings include Us Treasury N/B 08/27 3.625 (11.2%), Us Treasury N/B 01/27 4.125 (10.5%), Zegona Finance Plc /Eur/ Regd 144A P/P 6.75000000 (2.0%), Svenska Hndlsbk Frn 4/26 (1.2%), Westpac Banking Corp 144A Apr 10, 2026 (1.2%). 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.