Fidelity Short-Term Treasury Bond Index Fund (FUMBX) Research
This fund typically allocates a minimum of 80% of its assets to the constituent securities of the Bloomberg Barclays U.S. 1-5 Year Treasury Bond Index. It aims to sustain a dollar-weighted average maturity of three years or less, mirroring the benchmark's characteristics. To emulate the index's performance, the advisor employs sophisticated statistical sampling methodologies, evaluating factors such as duration, maturity, interest rate sensitivity, security structure, and credit quality, while utilizing a streamlined selection of holdings rather than holding every security in the index.
Market snapshot
- Symbol
- FUMBX
- Price
- $10.24
- Day change
- +0.10%
- Market cap
- $3.6B
- 52-week range
- 10.23-10.47
- Sector
- Financial Services
- Industry
- Asset Management - Bonds
Peer companies
- Fidelity Advisor Health Care Fund (FHCIX)
- Fidelity Flex U.S. Bond Index Fund (FIBUX)
- Federated Hermes Kaufmann Small Cap Fund (FKKSX)
- Fidelity Short-Term Bond Index Fund (FNSOX)
- Janus Henderson Venture Fund (JVTAX)
- T. Rowe Price Tax-Free High Yield Fund (PRFHX)
- State Street Target Retirement 2030 Fund (SSBYX)
- State Street Target Retirement 2040 Fund (SSCQX)
Open Fidelity Short-Term Treasury Bond Index Fund (FUMBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.