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Upturn AI SWOT - About
Fidelity Low Duration Bond ETF (FLDB)
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Upturn Advisory Summary
08/14/2025: FLDB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.18% | Avg. Invested days 158 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.86 - 50.47 | Updated Date 06/30/2025 |
52 Weeks Range 47.86 - 50.47 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity Low Duration Bond ETF
ETF Overview
Overview
The Fidelity Low Duration Bond ETF (FLDR) seeks to provide current income while maintaining a low duration by investing in a diversified portfolio of investment-grade debt securities.
Reputation and Reliability
Fidelity is a well-established and reputable investment management firm with a long history of managing various investment products.
Management Expertise
Fidelity's management team possesses significant experience in fixed-income investing and portfolio management.
Investment Objective
Goal
To provide current income.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on Fidelity's assessment of their creditworthiness and potential to generate income.
Composition Primarily invests in investment-grade corporate bonds, U.S. government securities, and asset-backed securities with a low duration profile.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 2292000000
Competitors
Key Competitors
- MINT
- NEAR
- GSY
- ISTB
Competitive Landscape
The low-duration bond ETF market is competitive, with several established players. FLDR benefits from Fidelity's brand recognition and research capabilities. The main disadvantage is that it doesn't track a specific index; performance hinges on Fidelity's security selections. Competitors offer both active and passive strategies.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites, but varies based on period examined.
Benchmark Comparison: Performance comparisons to benchmarks like the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index are crucial for assessing relative performance.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the fund's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the fund's performance. A rising rate environment can negatively impact bond values.
Growth Trajectory
Growth depends on investor demand for low-duration fixed income, influenced by interest rate expectations and risk aversion. Strategic shifts might involve adjusting sector allocations or duration targets.
Moat and Competitive Advantages
Competitive Edge
FLDR benefits from Fidelity's established brand and extensive research resources, providing a potential edge in security selection. The active management approach allows for flexibility in navigating changing market conditions. A focus on low duration reduces sensitivity to interest rate risk compared to broader bond funds. However, active management relies on the skill of the fund managers. Brand recognition might attract more investors to it.
Risk Analysis
Volatility
FLDR exhibits lower volatility compared to longer-duration bond funds due to its focus on short-term maturities.
Market Risk
The ETF is subject to credit risk (risk of default) and interest rate risk (albeit mitigated by its low duration). Changes in credit spreads can also impact performance.
Investor Profile
Ideal Investor Profile
Ideal for risk-averse investors, retirees, or those seeking a stable income stream with minimal interest rate risk. Suitable for investors who prioritize capital preservation and current income.
Market Risk
Best suited for long-term investors and passive investors seeking to mitigate interest rate risk, while benefitting from active management.
Summary
Fidelity Low Duration Bond ETF (FLDR) offers a way to invest in investment-grade bonds with reduced interest rate risk through its low duration strategy. It provides current income with an actively managed approach. The fund is a suitable choice for risk-averse investors seeking stability and income. However, its performance depends on Fidelity's investment decisions and credit spreads in the investment-grade bond market. Though returns might be lower than broad market ETFs its mitigated risk of volatility makes it a valuable addition to more conservative portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity Low Duration Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Normally maintaining a duration of 1 year or less.
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