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Fidelity Total Bond Fund (FTBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.06+0.02 (+0.18%)
At close: 8:01PM EDT

Fidelity Total Bond Fund

Fidelity Income Fund

82 Devonshire Street

Boston, MA 02109

Management Information
Jeffrey E. Moore,Lead Manager since June 14, 2012
Jeffrey Moore is a portfolio manager at FMRCo. In this role he manages portfolios across retail and institutional assets, including Fidelity and Fidelity Advisor funds. Mr. Moore was previously a fixed income analyst assigned to several sectors, including sovereign debt, energy, REITs, and Yankee banks. Mr. Moore joined Fidelity in 1995 and has been in the investments industry since 1990. Mr. Moore earned his bachelor of arts degree in economics from the University of Western Ontario and his master’s degree in economics from the University of Waterloo. He is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyFidelity Investments
Net Assets33.1B
YTD Return-0.85%
Morningstar Rating★★★★
Inception DateOct 14, 2002

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover222.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFTBFXCategory Average
Annual Report Expense Ratio (net)0.45%0.75%
Prospectus Net Expense Ratio0.45%N/A
Prospectus Gross Expense Ratio0.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection144N/A
5 Yr Expense Projection252N/A
10 Yr Expense Projection567N/A