Fidelity Spartan® Long Term Trust Bond Index Fund

Scorecard
3 / 5 Stars
Lipper
4 4 1 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#2 in Long Government

U.S. News evaluated 12 Long 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 5.65 percent over the past year, 8.54 percent over the past three years, and 7.11 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 12.2%
1 Year 5.6%
3 Years (Annualized) 8.5%
5 Years (Annualized) 7.1%
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. Long Treasury Bond Index. It normally maintains a dollar-weighted average maturity of 10 years or more. 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 Barclays U.S. Long Treasury Bond Index using a smaller number of securities.

Fees

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

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Risk

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

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