FBND
Fidelity Total Bond ETFFBND Fund Description
The Fidelity Total Bond ETF is an actively managed broad market bond fund that uses the Barclays US Universal Bond Index to guide its sector allocation and duration exposure.
FBND Factset Analytics Insight
For a competitive fee, FBND combines rules-based sector allocation with active security selection for its take on broad exposure to the USD debt market,. It accesses the same management team and strategy of a popular existing Fidelity mutual fund (FTBFX) in a transparent and liquid ETF wrapper. While it’s actively managed, FBND uses the Barclays US Universal Bond Index to guide its sector allocation. This produces exposure to high yield (up to 20%), which is one of many sectors along with Treasurys, MBS, corporates, agencies and USD-denominated EM debt. The fund aims to match the duration of this index as well. To enhance its returns, FNBD can use derivatives to expand the opportunity set and add leverage. This broad latitude to types and means of exposure is common among peer ETFs like BOND and TOTL.
FBND MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 19, 2018 the Fidelity Total Bond ETF MSCI ESG Fund Quality Score is 5.64 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. FBND ranks in the 48th percentile within its peer group and in the 55th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FBND CHARTS AND PERFORMANCE
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FBND Top 10 Countries [View All]
FBND Top 10 Sectors
FBND Top 10 Holdings [View All]
FBND Portfolio Data
FBND Portfolio Management
FBND Tax Exposures
FBND Fund Structure
FBND Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FBND. FBND is rated a 3 out of 5.
FBND Tradability
FBND Sector/Industry Breakdown
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FBND Top 10 Holdings[View All]
FBND Top 5 Countries
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FBND Top 5 Currencies
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FBND Economic Development
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FBND Performance Statistics
FBND MSCI ESG Ratings
FBND HOLDINGS STATISTICS
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FBND MATURITY DISTRIBUTION
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FBND CREDIT BREAKDOWN
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.