Fidelity Limited Mutual Fund Money Managers
| FSTFX Fund | USD 10.27 0.01 0.1% |
Fidelity Limited is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Fidelity Limited Term investing strategy and managing its portfolio trading activities. Break down of Fidelity Limited's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Fidelity Limited's future under-performance.
| Mark Sommer Executive Fund Manager |
| More |
| Elizah McLaughlin Executive Fund Manager |
| More |
Fidelity |
Fidelity Limited Net Asset Comparison
Fidelity Limited Term is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Short category is currently estimated at about 96.74 Billion. Fidelity Limited holds roughly 2.78 Billion in net asset claiming about 2.87% of funds under Muni National Short category.
Fidelity Limited Term Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Fidelity Limited Term Price Series Summation is a cross summation of Fidelity Limited price series and its benchmark/peer.
Fidelity Limited Notable Stakeholders
A Fidelity Limited stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Fidelity Limited often face trade-offs trying to please all of them. Fidelity Limited's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Fidelity Limited's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Mark Sommer | Fund Manager | Profile | |
| Elizah McLaughlin | Fund Manager | Profile |
About Fidelity Limited Management Performance
The success or failure of an entity such as Fidelity Limited Term often depends on how effective the management is. Fidelity Limited management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Fidelity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Fidelity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of assets in investment-grade municipal securities whose interest is exempt from federal income tax. It normally maintains a dollar-weighted average maturity between two and five years. The fund invests more than 25 percent of total assets in municipal securities that finance similar types of projects.
Please note that past performance is not an indicator of the future performance of Fidelity Limited, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Limited Term Annual Yield
In accordance with the recently published financial statements, Fidelity Limited Term has an Annual Yield of 0.0034%. This is 98.0% lower than that of the Fidelity Investments family and significantly higher than that of the Muni National Short category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Limited Term. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Fidelity Limited Term information on this page should be used as a complementary analysis to other Fidelity Limited's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .