Fidelity bond funds performance

    • [PDF File]PDF Fidelity VIP FundsManager Portfolios

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      These Fidelity VIP FundsManager allocations are subject to change based on the activity of the investment manager. If you choose to invest in Fidelity VIP FundsManager ® Portfolios, please note that the performance depends on that of their underlying Fidelity and Fidelity VIP funds. These portfolios

    • PDF Fidelity Private Portfolio Service

      Fidelity Private Portfolio Service ® Minimum investment For clients with $300,000 or more in taxable assets Portfolio management approach Individual, tax-sensitive investment management † based on asset allocation and diversifi cation Primary investment vehicle Fidelity and non-Fidelity mutual funds, and exchange-traded funds

    • [PDF File]PDF Vanguard Sector Bond Index Funds

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      Spliced Core Bond Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company. Long-Term Corporate Bond Index Fund ETF SharesNet Asset Value(Returns since inception: 11/19/2009) 6.76% Bloomberg Barclays U.S. 10+ Year Corporate Bond Index 6.78 Corporate Debt Funds BBB-Rated Average 4.82

    • [PDF File]PDF Fidelity Investments (R) Mutual Funds Performance Report ...

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      FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE REPORT 1 UNDERSTANDING INVESTMENT PERFORMANCE As you review this update, please remember that the performance data stated represents past performance, which does not ... FCBFX Fidelity ® Corporate Bond Fund 18 2.92 6.28 8.48 6.93 n/a n/a 7.45 5 ...

    • Fidelity Corporate Bond Fund (FCBFX) - Mutual Funds Research

      l ®Fidelity Corporate Bond Fund is a credit-focused bond strategy that seeks a high level of current income. l Benchmarked against the Bloomberg Barclays U.S. Credit Bond Index, the fund seeks to deliver competitive risk-adjusted performance commensurate with investor expectations of a primarily investment-grade corporate bond fund.

    • [PDF File]Fidelity Total Bond Fund

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      Fidelity Total Bond Fund SYMBOL: FTBFX ... and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive ... table information is based on the combined investments of the fund and its pro rata share of any investments in other Fidelity ...

    • [PDF File]PDF FUND PERFORMANCE

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      addition to changes in the actual performance of the investments within the fund. 2 | FUND PERFORMANCE Q2, 2019 BOND FUNDS CONTINUED Utmost Global Strategic Bond Fund USD 05/01/2001 2.47 4.44 8.49 4.88 Utmost Fidelity Emerging Markets Debt Fund USD 02/07/2010 3.92 10.28 17.27 24.71 ALTERNATIVE ASSET FUNDS

    • [PDF File]PDF Investment Options

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      funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2005. Allocating assets among underlying Fidelity funds according to an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in ...

    • [PDF File]PDF Fidelity Advantage Portfolio Fund

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      Fidelity Advantage Portfolio Fund Please note: n The Fidelity Advantage Portfolio Fund is an umbrella fund with a number of sub-funds with different investment objectives and risk profiles. These sub-funds are primarily funds of funds or feeder funds and may gain exposure to equities, debt, money market securities and/or other

    • [PDF File]PDF Fidelity Multi-Sector Bond Currency Neutral Fund F

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      The Fund invests in Fidelity Multi-Sector Bond Fund (the underlying fund), which invests primarily in a mix of fixed income securities of U.S. issuers and other issuers from around the world. The underlying fund can invest in these securities either directly or indirectly through investments in other underlying funds.

    • [PDF File]Fidelity Advisor Total Bond Fund - Fidelity Investments

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      consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the ... Fidelity Advisor Total Bond Fund ... table information is based on the combined investments of the fund and its pro rata share of any investments in other Fidelity funds.

    • [PDF File]PDF Fixed Income

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      For active funds excluding money market and short duration bond funds, Fidelity uses quantitative screening based on factors which include: below custom category average 12b-1 fees and expense ratios, performance ranking in the top 50th percentile

    • [PDF File]PDF Fidelity® U.S. Bond Index Fund

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      Fidelity® U.S. Bond Index Fund Release Date ... correspond to the aggregate price and interest performance of the debt securities in the Bloomberg Barclays U.S. ... The fund invests in Fidelity's central funds. Past name(s) : Fidelity® US Bond Index Instl Prem. Volatility and Risk Volatilityas ...

    • Fidelity Funds Fidelity funds - Morningstar, Inc.

      Canadian Fixed-Income Funds Fidelity Canadian Bond Fund Fidelity Canadian Short Term Bond Fund Fidelity Canadian Money Market Fund (Series C and D units also available, starting early 2006) U.S. Fixed-Income Funds Fidelity American High Yield Fund Fidelity U.S. Money Market Fund (Series A and B units only) Income Trust Funds Fidelity Income ...

    • Fidelity Investment Grade Bond Fund (FBNDX)

      Fidelity® Investment Grade Bond Fund (FBNDX) No Transaction Fee 1 | Fidelity Fund Pick 2 Hypothetical Growth of $10,0003,4 (9/30/2009-9/30/2019) n Fidelity® Investment Grade Bond Fund $15,421 n Intermediate Core Bond $14,679 The performance data featured represents past performance, which is no guarantee of future results.

    • [PDF File]PDF Fidelity vs. Vanguard

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      Fidelity has more than 40 sector funds. In 2004, Vanguard introduced 10 new sector index funds. But with $100,000 minimums (as opposed to $2,500 on Fidelity sec-tor funds), they're targeted at large institutions and would not be appropriate for most individual investors. n Index funds: Do you believe that actively managed funds

    • [PDF File]PDF Fidelity Funds - Greater China Multi Asset Growth & Income Fund

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      Fidelity Funds - Greater China Multi Asset Growth & Income Fund D fD - _ þ ] Z 2 cþ Sè @ iñ J ­ E 31 August 2019 8 L31 í This fund invests primarily in fixed income securities and equities in the Greater China region.

    • [PDF File]PDF Montgomery County Fidelity Mutual Fund Investment Options

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      UNDERSTANDING INVESTMENT PERFORMANCE As you review this update, please remember that the performance data stated represents past performance, which does not ... BOND FUNDS - HIGH YIELD FAGIX Fidelity Capital & Income 4.61 12.54 18.03 8.43 12.67 10.24 11/01/77 1.00/90 0.77 MONTGOMERY COUNTY ...

    • [PDF File]PDF Managed Income Portfolio II - Class 1 - Voya Financial

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      influence a bond fund's performance and share price. An Option Ad justed Duration modifies the duration calculation to take into account issuer call provisions which may shorten the expected duration. The iMoneyNet First Tier Institutional Money Market Funds Average is the average return of money market funds in the

    • [PDF File]PDF Ohio Deferred Compensation Investment Performance Report - 9 ...

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      Ohio Deferred Compensation. Investment Performance Report—As of September 30, 2019. The results shown represent past performance and should not be considered a representation of future performance or experience. Past . performance cannot guarantee future results. Current investment results may be lower or higher than quoted in this report ...

    • DOCM Fidelity Performance Bond Form and Instructions District Use ...

      No Fidelity (Performance) Bond shall be approved which, in the opinion of the Commissioner of Education, is inadequate to safeguard the funds of the local board of education. The Penal Sum for the Fidelity (Performance) Bond is calculated by KDE and provided in a report entitled the "Exposure Calculation Report".

    • [PDF File]PDF Fidelity Income Replacement FundsSM At-A-Glance

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      Performance of the Fidelity Income Replacement Funds depends on that of their underlying Fidelity funds. These funds are subject to the volatility of the financial markets in the U.S. and abroad and may be subject to the additional risks associated with investing in high-yield, small-cap and foreign securities.

    • [PDF File]PDF Important information on Fidelity Advisor Stable Value Portfolio

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      Important information on Fidelity Advisor Stable Value Portfolio ... Current performance may be higher or lower than the performance data quoted. ... short term bond funds, certain asset allocation/lifecycle funds and brokerage window) may be deemed by the Contract issuers to "compete" with this

    • [PDF File]PDF Fidelity Core Bond Strategy - Fidelity Investments

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      U.S. government bonds. The IA SBBI U.S. Long-Term Corporate Bond Index is a custom index designed to measure the performance of long-term U.S. corporate bonds. Fidelity® Strategic Disciplines provides discretionary investment management for a fee. Fidelity® Strategic Disciplines includes the Fidelity® Core Bond Strategy.

    • [PDF File]PDF Fidelity Investments (R) Mutual Funds Performance Report ...

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      FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE REPORT PERFORMANCE UPDATE AS OF MARCH 31, 2018 The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period. For important disclosures, please see last page(s) of this report. 1

    • [PDF File]PDF Fidelity Investments (R) Mutual Funds Performance Report ...

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      FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE REPORT PERFORMANCE UPDATE AS OF DECEMBER 31, 2018 The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period. ... BOND FGBFX Fidelity ...

    • [PDF File]PDF Fidelity Multi-Sector Bond Fund

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      Fidelity Multi-Sector Bond Fund Fidelity Multi-Sector Bond Fund seeks to offer investors attractive total return and income with the flexibility to navigate changing fixed-income markets. With an ever-changing global economic landscape, investors need a flexible fixed-income solution that targets multiple sources of returns. PORTFOLIO MANAGERS

    • [PDF File]PDF Fidelity Funds - Global Multi Asset Income Fund

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      performance has been. If the ratio is negative, the fund has returned less than the risk-free rate. Yield to Maturity is the internal rate of return earned on a bond, assuming that the bond will be held until maturity and all coupon and principal payments will be made.

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