FSBD
Fidelity Sustainable Core Plus Bond ETFFSBD Fund Description
FSBD is an actively managed fund that invests in a broad array of global debt securities that exhibit positive environmental, social, and governance characteristics.
FSBD Factset Analytics Insight
FSBD is a core bond fund that utilizes a combination of traditional credit analysis and ESG screening. The fund actively selects global fixed income securities of varying maturities and credit qualities, with up to 20% of its net assets allocated to high-yield bonds. Using a data-driven framework, each eligible bond’s ESG trait is assessed based on three main factors: 1) the sustainability practices of the security’s issuer, 2) ESG factors related to the security’s underlying pool of assets, and 3) any third-party designation as a green, sustainable or sustainability-linked bond. An exclusionary screen is also applied to remove issuers engaged in controversial industries. In addition, the issuer’s alignment with the United Nations Sustainable Development Goals is also considered. Constituents are further screened based on credit quality, currency, economic risks, security-specific features, current and potential future valuation, as well as trading opportunities.
FSBD Summary Data
FSBD Portfolio Data
FSBD Index Data
FSBD Portfolio Management
FSBD Tax Exposures
FSBD Fund Structure
FSBD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FSBD. FSBD is rated a N/A out of 5.
FSBD Tradability
FSBD Sector/Industry Breakdown
FSBD
FSBD Top 10 Holdings[View All]
FSBD Performance Statistics
FSBD Holdings Statistics
FSBD Avg Life Maturity Distribution
FSBD OAS Breakdown
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.