Fidelity Mortgage Secs
82 Devonshire St Boston MA 02109
Map
Phone: 800-544-3198
| Category: | Intermediate-Term Bond | | Fund Family: | Fidelity Investments | | Net Assets: | 831.60M | | Year-to-Date Return: | 9.12% | | Yield: | 4.66% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-84 |
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William Irving
Lead Manager since
01-Apr-08 | | | Irving is manager of Institutional Short-Intermediate Government Fund, which he has managed since April 2008. He also manages other Fidelity funds. Since joining Fidelity Investments in 1999, Irving has worked as a quantitative analyst and portfolio manager. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of current income, consistent with prudent investment risk. The fund normally invests at least 80% of assets in investment-grade mortgage-related securities and repurchase agreements for those securities. It may invest the balance of assets in U.S. government securities and instruments related to U.S. government securities, including futures and options. |
| Last Dividend
(30-Oct-09):
| 0.04 | | Last Cap Gain
(3-Dec-04):
| 0.06 | | Annual Holdings Turnover
| 476.00% | | Average for Category:
| 226.00% |
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| Expense | FMSFX | Category
Avg | | Total Expense Ratio: | 0.45%
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 144 | $459 | | 5 Yr Expense Projection*: |
$ 252 | $711 | | 10 Yr Expense Projection*: |
$ 567 | $1,433 |
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