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Upturn AI SWOT - About
Fidelity® Limited Term Bond ETF (FLTB)
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Upturn Advisory Summary
08/14/2025: FLTB (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 11.5% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.42 | 52 Weeks Range 46.93 - 50.42 | Updated Date 06/29/2025 |
52 Weeks Range 46.93 - 50.42 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Limited Term Bond ETF
ETF Overview
Overview
The Fidelity Limited Term Bond ETF (FFXF) seeks to provide investment results that correspond to the performance of the ICE BofA 1-5 Year US Broad Market Index. The ETF focuses on investing in investment-grade U.S. dollar-denominated fixed income securities. It aims to provide current income while preserving capital.
Reputation and Reliability
Fidelity is a reputable and well-established financial services company with a long track record of managing investment products.
Management Expertise
Fidelity has a team of experienced investment professionals managing its ETFs, with significant expertise in fixed income markets.
Investment Objective
Goal
The investment objective is to seek a high level of current income consistent with capital preservation.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the ICE BofA 1-5 Year US Broad Market Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade bonds with maturities between 1 and 5 years.
Market Position
Market Share: Unknown but competitive within the short-term bond ETF market.
Total Net Assets (AUM): 800000000
Competitors
Key Competitors
- BSV
- ISTB
- SCHO
Competitive Landscape
The short-term bond ETF market is competitive with several established players. FFXF benefits from Fidelity's brand and distribution network but faces competition from larger, more liquid ETFs with lower expense ratios. FFXF's expense ratio might be slightly higher or provide less liquidity compared to some of the largest ETFs.
Financial Performance
Historical Performance: Historical performance data not available in this structure. Requires dynamic data sourcing.
Benchmark Comparison: Benchmark comparison data not available. Requires dynamic data sourcing.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The ETF's liquidity, measured by average trading volume, is moderate.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact FFXF's performance. Changes in monetary policy also influence short-term bond yields.
Growth Trajectory
Growth depends on interest rate environments and investors' demand for short-term fixed income exposure. The ETF's strategy and holdings remain relatively stable over time, focused on short-term investment-grade bonds.
Moat and Competitive Advantages
Competitive Edge
FFXF benefits from Fidelity's strong brand recognition and distribution network. Fidelityu2019s reputation adds credibility and trust with investors. Its focus on investment-grade bonds within a limited maturity range provides a specific risk/reward profile that may appeal to certain investors. The low expense ratio enhances its competitiveness in the market.
Risk Analysis
Volatility
FFXF exhibits low volatility due to its focus on short-term, investment-grade bonds.
Market Risk
The ETF is exposed to interest rate risk (rising rates can decrease bond values) and credit risk (risk of issuer default, though minimal with investment-grade bonds).
Investor Profile
Ideal Investor Profile
FFXF is suitable for conservative investors seeking current income with low volatility and minimal capital risk. It is ideal for those looking for short-term fixed income exposure.
Market Risk
FFXF is best for long-term investors looking for stability, income, and capital preservation, as well as passive index followers seeking to match the performance of a broad short-term bond index.
Summary
The Fidelity Limited Term Bond ETF (FFXF) offers a low-cost, passively managed approach to investing in short-term investment-grade bonds. It seeks to replicate the ICE BofA 1-5 Year US Broad Market Index, providing investors with current income and capital preservation. Its low volatility and focus on high-quality bonds make it suitable for conservative investors. While it faces competition from larger ETFs, Fidelity's brand and distribution network provide an advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Official Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data may not be readily available and is subject to change.
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® Limited Term Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. Allocating the fund's assets across investment-grade, high yield, and emerging markets debt securities. Using the Fidelity Limited Term Composite Index" as a guide in allocating assets across the investment-grade and high yield asset classes.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.