Fidelity Spartan Intermediate Trust Bond Index Fund

Scorecard
4 / 5 Stars
Lipper
3 3 1 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#39 in Intermediate-Term Government

U.S. News evaluated 77 Intermediate Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -2.26 percent over the past year, 4.49 percent over the past three years, and 4.11 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year -2.3%
3 Years (Annualized) 4.5%
5 Years (Annualized) 4.1%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of current income. The fund normally invests at least 80% of assets in securities included in the Barclays® U.S. 5-10 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity between three and 10 years. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the index using a smaller number of securities.

Fees

Fees are Low compared to funds in the same category.
Fidelity Spartan Intermediate Trust Bond Index Fund has an expense ratio of 0.20 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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