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Andres Rincon, Managing Director and Head of ETF Sales and Strategy, TD Securities, discusses how investors are positioning themselves as market volatility picks up.
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Fidelity Puritan Fund seeks income and capital growth consistent with reasonable risk, and has a neutral allocation of 60% equities and 40% bonds.
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Fidelity Corporate Bond ETF is a credit-focused bond strategy that seeks a high level of current income.
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U.S. stocks tumbled last week â now up about 3% for the year, versus nearly 9% in Europe. We see markets reflecting tariff concerns and an evolving AI story. Click to read.
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Emerging-markets debt returned -1.94% in the fourth quarter of 2024, according to the J.P. Morgan Emerging Markets Bond Index Global Diversified Index.
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Fidelity Intermediate Municipal Income Fund Q4 2024 Review
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMT | 55.15% | $100.16B | +10.48% | 3.04% |
SBAC | 54.65% | $23.78B | +2.77% | 1.84% |
PSA | 53.52% | $52.01B | +5.19% | 4.06% |
NSA | 50.54% | $2.93B | +2.26% | 5.92% |
CUBE | 50.25% | $9.59B | -4.21% | 4.89% |
FAF | 49.79% | $6.72B | +10.86% | 3.30% |
FTS | 48.84% | $22.59B | +14.21% | 3.84% |
EXR | 47.41% | $30.92B | +2.47% | 4.45% |
RKT | 47.28% | $2.12B | +7.09% | 0.00% |
FCPT | 47.04% | $2.85B | +16.31% | 4.91% |
AGNC | 46.74% | $9.42B | +4.68% | 14.03% |
HD | 45.91% | $353.16B | -10.04% | 2.57% |
ARR | 45.25% | $1.42B | -4.17% | 15.49% |
SAFE | 44.94% | $1.32B | -12.19% | 3.85% |
UWMC | 44.69% | $935.22M | -20.96% | 6.77% |
NNN | 44.47% | $7.81B | -2.44% | 5.56% |
PFSI | 44.41% | $5.22B | +10.55% | 1.08% |
CCS | 44.22% | $2.18B | -23.12% | 1.56% |
EFX | 44.19% | $30.19B | -8.47% | 0.64% |
VICI | 43.83% | $33.81B | +9.66% | 6.68% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
XME | 0.01% | $1.66B | 0.35% | |
SEIX | 0.03% | $335.88M | 0.57% | |
ARKB | -0.10% | $4.13B | 0.21% | |
DBA | 0.19% | $845.19M | 0.93% | |
URNM | 0.19% | $1.30B | 0.75% | |
BTCO | -0.25% | $459.02M | 0.39% | |
IBIT | -0.26% | $48.73B | 0.25% | |
BITO | -0.26% | $2.24B | 0.95% | |
FBTC | -0.32% | $16.73B | 0.25% | |
CLSE | 0.35% | $171.66M | 1.55% | |
GBTC | -0.37% | $16.57B | 1.5% | |
BTCW | -0.41% | $200.61M | 0.3% | |
GCC | 0.44% | $148.32M | 0.55% | |
BITB | -0.51% | $3.29B | 0.2% | |
BRRR | -0.52% | $518.12M | 0.25% | |
FTGC | -0.52% | $2.51B | 1.02% | |
HODL | -0.55% | $1.15B | 0.25% | |
SOXQ | 0.59% | $424.64M | 0.19% | |
COM | 0.61% | $244.68M | 0.72% | |
IGE | -0.65% | $639.55M | 0.41% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
RDUS | 0.01% | $816.23M | +52.90% | 2.60% |
AVPT | 0.01% | $3.04B | +87.67% | 0.00% |
RDNT | 0.02% | $3.68B | +5.38% | 0.00% |
TARS | -0.02% | $2.06B | +48.28% | 0.00% |
TPG | -0.03% | $5.41B | +8.44% | 3.50% |
AESI | -0.03% | $2.23B | -18.40% | 5.18% |
OCSL | -0.03% | - | - | 13.06% |
USAC | 0.04% | $3.23B | -1.96% | 7.64% |
RCL | 0.05% | $57.79B | +58.13% | 0.80% |
PH | -0.05% | $80.44B | +11.43% | 1.05% |
VECO | -0.06% | $1.25B | -38.53% | 0.00% |
CYBR | 0.06% | $17.15B | +28.37% | 0.00% |
TG | -0.06% | $263.54M | +25.62% | 0.00% |
NEUE | -0.06% | $43.50M | -18.92% | 0.00% |
SNAP | -0.08% | $15.66B | -17.29% | 0.00% |
FLS | 0.09% | $6.78B | +11.93% | 1.65% |
ADUS | 0.09% | $1.65B | -10.27% | 0.00% |
PBR | -0.09% | $52.21B | -2.98% | 3.12% |
HLT | 0.10% | $55.80B | +10.14% | 0.26% |
SVM | -0.11% | $897.93M | +34.53% | 0.61% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HQY | -24.28% | $7.33B | +2.92% | 0.00% |
LPLA | -22.03% | $24.98B | +22.16% | 0.37% |
IBKR | -21.79% | $19.16B | +59.95% | 0.58% |
INSW | -18.97% | $1.74B | -26.48% | 1.37% |
FANG | -17.73% | $45.87B | -18.04% | 3.27% |
FCNCA | -17.64% | $25.02B | +14.21% | 0.38% |
MTDR | -17.48% | $6.55B | -23.80% | 1.85% |
VNOM | -17.10% | $5.96B | +21.42% | 4.80% |
CIVI | -16.13% | $3.33B | -50.87% | 5.63% |
GSL | -15.71% | $842.01M | +19.63% | 6.98% |
COP | -15.70% | $130.18B | -17.16% | 3.05% |
TEN | -15.59% | $511.92M | -31.29% | 8.66% |
STNG | -15.51% | $2.11B | -42.26% | 3.82% |
BRY | -15.38% | $269.48M | -55.48% | 9.29% |
APA | -14.74% | $7.49B | -39.34% | 4.89% |
AMPY | -14.59% | $158.11M | -39.32% | 0.00% |
SM | -14.28% | $3.54B | -36.66% | 2.48% |
ASC | -14.02% | $422.35M | -37.52% | 9.16% |
CHRD | -13.80% | $6.61B | -35.26% | 7.43% |
TNK | -13.55% | $1.37B | -28.35% | 2.53% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -49.72% | $214.47M | 0.5% | |
UUP | -49.59% | $332.64M | 0.77% | |
CTA | -41.00% | $927.03M | 0.76% | |
DBMF | -34.81% | $1.15B | 0.85% | |
KMLM | -25.74% | $227.79M | 0.9% | |
OILK | -21.78% | $64.75M | 0.69% | |
USO | -21.60% | $891.33M | 0.6% | |
USL | -21.45% | $45.36M | 0.85% | |
BNO | -21.27% | $90.64M | 1% | |
DBE | -20.68% | $54.72M | 0.77% | |
DBO | -20.13% | $190.57M | 0.77% | |
UGA | -17.57% | $85.26M | 0.97% | |
COMT | -15.78% | $671.56M | 0.48% | |
CLOZ | -15.27% | $862.49M | 0.5% | |
BTAL | -13.97% | $392.24M | 1.43% | |
GSG | -13.47% | $1.03B | 0.75% | |
IEO | -12.33% | $574.63M | 0.4% | |
DXJ | -12.25% | $3.55B | 0.48% | |
PDBC | -12.15% | $4.85B | 0.59% | |
FLTR | -12.05% | $2.36B | 0.14% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IUSB | 98.80% | $32.98B | 0.06% | |
BND | 98.74% | $127.80B | 0.03% | |
AGG | 98.69% | $125.32B | 0.03% | |
SPAB | 98.36% | $8.38B | 0.03% | |
JCPB | 98.27% | $5.92B | 0.38% | |
BIV | 98.27% | $22.22B | 0.03% | |
SCHZ | 98.25% | $8.55B | 0.03% | |
AVIG | 98.02% | $1.07B | 0.15% | |
EAGG | 97.96% | $3.77B | 0.1% | |
IEF | 97.57% | $34.19B | 0.15% | |
DFCF | 97.49% | $6.55B | 0.17% | |
BBAG | 97.46% | $1.56B | 0.03% | |
UTEN | 97.26% | $179.76M | 0.15% | |
IBTO | 97.24% | $322.83M | 0.07% | |
FIXD | 97.14% | $4.16B | 0.65% | |
VCIT | 96.89% | $51.38B | 0.03% | |
IGIB | 96.78% | $15.14B | 0.04% | |
IBTM | 96.76% | $296.99M | 0.07% | |
USIG | 96.69% | $12.94B | 0.04% | |
BKAG | 96.65% | $1.99B | 0% |
Current Value
$45.851 Year Return
Current Value
$45.851 Year Return
FBND - Fidelity Total Bond ETF contains 3270 holdings. The top holdings include 7009167, 7009288, 7009161, 7008983, 7009155
Name | Weight |
---|---|
7 7009167NT United States Treasury Notes 3.75% | 3.79% |
7 7009288NT United States Treasury Notes 3.625% | 3.62% |
7 7009161NT United States Treasury Notes 3.875% | 2.79% |
7 7008983NT United States Treasury Bonds 4.25% | 2.36% |
7 7009155NT United States Treasury Bonds 4.25% | 2.35% |
7 7009206NT United States Treasury Bonds 4.5% | 2.1% |
7 7008878NT United States Treasury Notes 4.5% | 1.74% |
- | 1.65% |
7 7008456NT United States Treasury Notes 3.875% | 1.65% |
7 7009204NT United States Treasury Notes 4.25% | 1.64% |
- | 1.59% |
7 7009064NT United States Treasury Bonds 4.625% | 1.24% |
7 7009137NT United States Treasury Notes 4.125% | 1.06% |
7 7008509NT United States Treasury Bonds 3.625% | 0.92% |
- | 0.82% |
7 7008720NT United States Treasury Notes 3.875% | 0.78% |
7 7008639NT United States Treasury Notes 3.375% | 0.77% |
7 7008986NT United States Treasury Notes 4% | 0.76% |
7 7008717NT United States Treasury Bonds 4.125% | 0.73% |
7 7008895NT United States Treasury Notes 4.375% | 0.73% |
- | 0.71% |
7 7009060NT United States Treasury Notes 4.375% | 0.7% |
7 7009179NT United States Treasury Notes 3.625% | 0.65% |
7 7008508NT United States Treasury Notes 3.5% | 0.64% |
- | 0.63% |
- | 0.62% |
5 5CGVPB5NT Bank of America Corp. 3.419% | 0.6% |
- | 0.59% |
5 5CKMMG4NT JPMorgan Chase & Co. 4.452% | 0.57% |
- | 0.55% |
Sector | Weight |
---|---|