FFRHX - Fidelity Floating Rate High Income Fund
| Previous Close | 7.89 |
| YTD Return | -1.48% |
| Expense Ratio (net) | 0.68% |
| Category | Bank Loan |
| Last Cap Gain | 0.00 |
| Morningstar Rating | ★★★★★ |
| Morningstar Risk Rating | Average |
| Sustainability Rating | N/A |
| Net Assets | 9.74B |
| Beta (5Y Monthly) | -0.40 |
| Yield | 5.18% |
| 5y Average Return | N/A |
| Holdings Turnover | 22.00% |
| Last Dividend | 0.03 |
| Average for Category | N/A |
| Inception Date | Sep 18, 2002 |
- Barrons.com
How to Protect Your Bond Investments From Inflation and Interest-Rate Threats
Analysts forecasting inflation have been crying wolf for a decade, leaving bond investors inured to warnings of rising interest rates or an inflation scare. The inflation outlook right now is sanguine, with indicators suggesting only a gradual uptick. Against this backdrop, financial advisors say they have been more focused on helping retirees stretch a little more income out of yield-starved bond portfolios than guarding against fast-rising interest rates.
- InvestorPlace
3 Bond Funds for Rising Interest Rates
What many do not understand about bond funds is that they work in the opposite direction as interest rates. Between 1981 and about 2016, bonds saw a bull run from the high inflation rates of the early 1980s to the ultra-low interest rates seen for most of this decade. Now with interest rates recovering from almost 0% levels (and negative rates in some foreign markets), signs of rising interest rates have appeared everywhere.
