Fidelity Spartan S/T Tr Bd Idx Inv
Fidelity Concord Street Trust 82 Devonshire Street Boston MA 02109
Map
Phone: 800-544-6666
| Category: | Short Government | | Fund Family: | Fidelity Investments | | Net Assets: | 194.64M | | Year-to-Date Return: | 1.21% | | Yield: | 1.88% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Dec-05 |
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Curtis Hollingsworth
Lead Manager since
01-Feb-09 | | | Hollingsworth joined Fidelity Brokerage Services as a trader in 1983. Two years later, he became a portfolio manager for Fidelity Management & Research Corporation and since that time has worked exclusively in the management of government securities. A disciplined investor, Hollingsworth believes it is extremely difficult to forecast interest rates; it is easier to add value by adjusting a bond portfolio's sector weightings and yield-curve exposure. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of current income in a manner consistent with preservation of capital. The fund normally invests at least 80% of assets in securities included in the Barclays Capital U.S.l 1-5 Year Treasury Bond index. It normally maintains a dollar-weighted average maturity of three years or less. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality. |
| Last Dividend
(30-Nov-09):
| 0.01 | | Last Cap Gain
(17-Apr-09):
| 0.14 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 166.98% |
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| Expense | FSBIX | Category
Avg | | Total Expense Ratio: | %
| 0.88% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.77% | | Max Deferred Sales Load: | %
| 2.33% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $592 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $984 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,099 |
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