Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Fidelity Low Duration Bond ETF (FLDB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/18/2025: 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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 2.54% | Avg. Invested days 135 | 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 03/18/2025 |
Key Highlights
Volume (30-day avg) 182 | Beta - | 52 Weeks Range 47.78 - 50.43 | Updated Date 04/1/2025 |
52 Weeks Range 47.78 - 50.43 | Updated Date 04/1/2025 |
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 preservation of capital by investing primarily in a diversified portfolio of investment-grade, U.S. dollar-denominated fixed-income securities with a low duration.
Reputation and Reliability
Fidelity is a reputable and well-established financial services company with a long history of managing investment products.
Management Expertise
Fidelity has a team of experienced fixed-income professionals managing its bond ETFs.
Investment Objective
Goal
To provide a high level of current income consistent with preservation of capital.
Investment Approach and Strategy
Strategy: FLDR is actively managed and does not track a specific index. It focuses on low-duration bonds to manage interest rate risk.
Composition The ETF primarily holds investment-grade, U.S. dollar-denominated fixed-income securities, including corporate bonds, government bonds, and mortgage-backed securities.
Market Position
Market Share: FLDR holds a moderate market share within the low-duration bond ETF segment.
Total Net Assets (AUM): 2191700000
Competitors
Key Competitors
- NEAR
- MINT
- GSYB
- LDUR
Competitive Landscape
The low-duration bond ETF market is competitive. FLDR's active management approach differentiates it from index-tracking ETFs, potentially offering higher returns but also introducing manager risk. Some competitors have lower expense ratios.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data sources.
Benchmark Comparison: FLDR's performance should be compared against a relevant low-duration bond benchmark, such as the ICE BofA 1-3 Year US Corporate Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
FLDR typically has moderate trading volume, which is generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for FLDR is usually tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy decisions can significantly impact the performance of low-duration bond ETFs.
Growth Trajectory
The growth trajectory of FLDR depends on investor demand for low-duration bond exposure, which is often driven by concerns about rising interest rates.
Moat and Competitive Advantages
Competitive Edge
FLDR's competitive advantages lie in Fidelity's brand recognition, experienced management team, and active management approach. Active management allows the fund to potentially outperform passive low-duration bond indices by making strategic adjustments to the portfolio based on market conditions and security selection. The low expense ratio relative to other actively managed bond funds enhances its attractiveness. However, active management also carries the risk of underperformance compared to passive alternatives.
Risk Analysis
Volatility
FLDR generally exhibits low volatility due to its focus on short-term bonds.
Market Risk
The primary risks associated with FLDR include interest rate risk (although mitigated by its low duration), credit risk, and inflation risk.
Investor Profile
Ideal Investor Profile
FLDR is suitable for investors seeking current income, capital preservation, and a hedge against rising interest rates. Ideal investors may include retirees, conservative investors, or those looking for a low-risk fixed-income component in their portfolio.
Market Risk
FLDR is best suited for long-term investors and passive index followers who want lower risk fixed income exposure.
Summary
The Fidelity Low Duration Bond ETF (FLDR) offers investors a low-risk fixed-income investment option with an actively managed approach. It aims to provide current income and capital preservation, primarily by investing in investment-grade, short-term bonds. Fidelity's experienced management team and low expense ratio enhance its attractiveness. However, investors should be aware of interest rate, credit, and inflation risks. FLDR is suitable for conservative investors seeking a stable fixed-income component in their portfolio.
Similar Companies
LDUR
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Morningstar
- ETF.com
Disclaimers:
The information provided is 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.