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Upturn AI SWOT - About
Fidelity Low Duration Bond ETF (FLDB)
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Upturn Advisory Summary
10/24/2025: 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 4.13% | Avg. Invested days 208 | 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 10/24/2025 |
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 a high level of current income consistent with the preservation of capital by investing primarily in a diversified portfolio of investment-grade debt securities with a dollar-weighted average maturity of three years or less.
Reputation and Reliability
Fidelity is a well-established and reputable investment management firm with a long history of providing investment products and services.
Management Expertise
Fidelity has a large and experienced team of fixed-income portfolio managers and analysts.
Investment Objective
Goal
To seek a high level of current income consistent with the preservation of capital.
Investment Approach and Strategy
Strategy: The ETF invests primarily in a diversified portfolio of investment-grade debt securities.
Composition Primarily bonds, typically investment-grade, with a focus on short-term maturities.
Market Position
Market Share: FLDR holds a notable, but not dominant, market share within the low duration bond ETF segment.
Total Net Assets (AUM): 2450000000
Competitors
Key Competitors
- MINT
- NEAR
- GSYG
- SHV
Competitive Landscape
The low duration bond ETF market is competitive, with several established players. FLDR benefits from Fidelity's brand recognition and investment expertise. However, it competes with larger ETFs like MINT and SHV, which may have greater liquidity and lower expense ratios in some cases. FLDR's active management may offer the potential for outperformance, but also carries the risk of underperformance compared to passively managed competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. The ETF's performance will vary depending on market conditions and interest rate movements.
Benchmark Comparison: The ETF's performance should be compared to a relevant low duration bond index to assess its effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume of FLDR indicates moderate liquidity, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread for FLDR is generally tight, reflecting its moderate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact FLDR's performance.
Growth Trajectory
FLDR's growth trajectory depends on investor demand for low duration bond strategies and Fidelity's ability to attract and retain assets. Its strategy hasn't seen major shifts.
Moat and Competitive Advantages
Competitive Edge
FLDR benefits from Fidelity's strong brand and distribution network. Its active management approach aims to outperform passive low duration bond ETFs. Fidelity's experienced investment team provides a competitive edge through security selection and risk management. The slightly higher yield compared to some competitors may attract income-seeking investors. Fidelity's resources for research and analysis give it a competitive advantage.
Risk Analysis
Volatility
FLDR exhibits relatively low volatility due to its focus on short-term, investment-grade debt.
Market Risk
The primary risks include interest rate risk (although mitigated by the low duration), credit risk (limited by the focus on investment-grade bonds), and inflation risk.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking a conservative, income-generating investment with low volatility and minimal exposure to interest rate risk.
Market Risk
FLDR is best suited for long-term investors seeking capital preservation and income, or those using it as a component of a broader portfolio to reduce overall portfolio duration.
Summary
Fidelity Low Duration Bond ETF (FLDR) offers a conservative approach to fixed-income investing, seeking current income while preserving capital. It invests primarily in short-term, investment-grade bonds and offers relatively low volatility. FLDR is suitable for investors seeking income and capital preservation in a potentially rising interest rate environment. However, its performance is subject to market conditions and the success of Fidelity's active management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary depending on the source and time period.
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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