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FSTBFidelity Short-Term Bond Fund

Get incomeStay safeNewRanked #31 of 357 in this goal

Seeks a high level of current income consistent with preservation of capital.

By Fidelity Investments · Launched 2026

Annual Cost

0.20%

#934 of 5,854 · low cost

Fund Size

$2.6B

#645 of 5,854 · large

Dividend YieldGoal

Track Record

2 months

#5,690 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,040+0.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Index tracked

Bloomberg US 1-3 Year Government/Credit Bond Index

What it actually holds

By weight

Concentration

Top 10 holdings = 45.9% of fundmoderately concentrated

UST NOTES
12.5%
UST NOTES
7.3%
UST NOTES
7.3%
UST NOTES
5.7%
UST NOTES
4.6%
UST NOTES
3.8%
UST NOTES
2.0%
Fidelity Revere Street Trust
1.9%
JPMORGAN CHASE and CO
0.4%
BANK OF AMERICA CORPORATION
0.4%

Asset allocation

Bonds
99.8%
Cash
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.2 years

Avg maturity

9.9 years

Credit ratings

US Government
41.1%
AAA
57.6%
AA
6.5%
A
23.1%
BBB
12.0%
BB
0.2%
Other
0.8%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks a high level of current income consistent with preservation of capital.
Strategy
Normally invests at least 80% of assets in investment-grade debt securities of all types, including corporate bonds and government securities, while maintaining a dollar-weighted average maturity of three years or less. Engages in transactions that may include derivatives to adjust interest rate risk and allocates across different market sectors and maturities.
Inception date
June 16, 2026
Fund family
Fidelity Investments

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Data updated on 2026-08-03