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Upturn AI SWOT - About
Fidelity® Limited Term Bond ETF (FLTB)
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Upturn Advisory Summary
10/24/2025: 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 11.65% | Avg. Invested days 77 | 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 10/24/2025 |
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 Fidelityu00ae Limited Term Bond ETF (FSTX) seeks to provide a high level of current income consistent with the preservation of capital. It invests primarily in investment-grade U.S. bonds with a dollar-weighted average maturity of 2-5 years. The ETF aims to outperform its benchmark, the ICE BofA 1-5 Year US Corporate & Government Index.
Reputation and Reliability
Fidelity is a reputable and well-established financial services company with a long history in the asset management industry.
Management Expertise
Fidelity has a large team of experienced investment professionals specializing in fixed income investments.
Investment Objective
Goal
To seek a high level of current income consistent with preservation of capital.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the ICE BofA 1-5 Year US Corporate & Government Index by using active management.
Composition The ETF invests primarily in investment-grade U.S. bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Data unavailable. Highly fragmented market with Vanguard, Blackrock, and State Street as leading providers.
Total Net Assets (AUM): 3575000000
Competitors
Key Competitors
- Vanguard Short-Term Bond ETF (BSV)
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Schwab Short-Term U.S. Treasury ETF (SCHO)
Competitive Landscape
The short-term bond ETF market is highly competitive. FSTX benefits from Fidelity's brand and active management strategy, which could potentially outperform passive peers. However, it is smaller in size compared to the market share leaders Vanguard and iShares. Lower expense ratios for passive ETFs such as Vanguard's BSV gives those ETF an advantage.
Financial Performance
Historical Performance: Historical performance data unavailable; consider reviewing the fund's factsheet or prospectus from Fidelity.
Benchmark Comparison: Benchmark comparison data unavailable; consider reviewing the fund's factsheet or prospectus from Fidelity.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
Average trading volume unavailable. Check Fidelity's website for current volume metrics.
Bid-Ask Spread
Bid-ask spread unavailable. Check Fidelity's website for current spread metrics.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Rising interest rates can negatively impact bond prices, while positive economic conditions typically support corporate bond performance.
Growth Trajectory
Growth depends on the ETF's ability to attract assets and consistently outperform its benchmark. Any changes in management style or investment strategy will affect the ETF's future trajectory.
Moat and Competitive Advantages
Competitive Edge
FSTX's competitive advantage lies in Fidelity's established reputation, experienced management team, and active management strategy. The fund's goal to outperform its benchmark could attract investors looking for higher returns than passive index funds. Fidelity's broad investment platform allows it to leverage internal research and resources. The active management style aims to navigate changing market conditions and potentially mitigate risk.
Risk Analysis
Volatility
Volatility is dependent on the maturity and credit quality of the bonds held in the portfolio. Shorter-term bonds generally exhibit lower volatility compared to longer-term bonds.
Market Risk
The ETF is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can decrease the value of the bonds, while downgrades to credit ratings can also negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income, capital preservation, and lower volatility compared to equity investments. This ETF is suitable for investors with a low to moderate risk tolerance.
Market Risk
This ETF is best suited for long-term investors seeking a stable source of income and a hedge against equity market volatility. It may also be suitable for passive index followers who prefer active management.
Summary
The Fidelityu00ae Limited Term Bond ETF (FSTX) seeks to provide current income and capital preservation by investing in investment-grade, short-term U.S. bonds. With a focus on active management, FSTX aims to outperform its benchmark. Investors benefit from Fidelity's reputation and experience, however, market share lags leading passive ETFs. The ETF faces interest rate and credit risks, making it most suitable for risk-averse investors seeking a stable income stream within a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
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® 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.
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