Fidelity Total Bond Fund (FTBFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
Fidelity Total Bond Fund
Boston, MA 02109
82 Devonshire Street
Fidelity Income Fund
Management Information
Ford E. O'Neil,Lead Manager since November 30, 2004
Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
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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 Assets35.77B
YTD Return-0.19%
Yield4.26%
Morningstar Rating★★★★
Inception DateJun 15, 2004
Fund Operations
Last Dividend0.10
Last Cap Gain-9.00
Holdings Turnover177.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFTBFXCategory Average
Annual Report Expense Ratio (net)1.52%0.75%
Prospectus Net Expense Ratio1.52%N/A
Prospectus Gross Expense Ratio1.52%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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