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Not Investment Advice

FZOLX

Fidelity SAI Low Duration Income Fund
1W: +0.0% 1M: +0.1% 3M: -0.2% YTD: +0.1% 1Y: +2.1% 3Y: +12.6% 5Y: +14.1%
$10.02
+0.00 (+0.00%)
 
ETF NASDAQ · AUM $5.5B
ETF-Level Metrics
AUM$5.5B
Holdings
Top 10 Wt—%
Beta0.04
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 400 100.8%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 400 holdings · Page 1 of 8
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 UST NOTES Bond 9.66% $683.4M 680,000,000
2 UST NOTES Bond 8.14% $575.3M 575,100,000
3 Fidelity Revere Street Trust Private 3.25% $230.2M 230,106,339
4 UST NOTES Bond 3.16% $223.8M 224,596,700
5 UST BILLS Private 0.59% $41.6M 42,306,700
6 WESTPAC BANKING CORP Private 0.48% $34.0M 34,000,000
7 SVENSKA HANDELSBANKEN NY Private 0.48% $34.0M 34,000,000
8 US BANK NA CINCINNATI OHIO Private 0.47% $33.0M 32,800,000
9 AMERICAN HONDA FINANCE CORP Private 0.45% $32.1M 32,000,000
10 BARCLAYS PLC Private 0.45% $31.5M 31,250,000
11 MORGAN STANLEY Private 0.44% $31.3M 31,920,000
12 NATWEST GROUP PLC Private 0.44% $31.2M 30,939,000
13 THE TORONTO DOMINION BANK Private 0.44% $31.1M 31,000,000
14 HCA INC Private 0.44% $30.9M 30,900,000
15 DELL INTERNATIONAL LLC / EMC CORP Private 0.44% $30.9M 30,600,000
16 ROYAL BANK OF CANADA Private 0.43% $30.6M 30,425,000
17 CREDIT AGRICOLE SA Private 0.43% $30.1M 30,506,000
18 ROYAL BANK OF CANADA Private 0.43% $30.1M 30,000,000
19 PACIFIC GAS and ELECTRIC CO Private 0.42% $29.9M 29,900,000
20 TOYOTA MOTOR CREDIT CORP Private 0.42% $29.8M 29,800,000
21 FLATIRON CLO 28 LTD / FLATIRON CLO 28 LLC Private 0.42% $29.5M 29,514,000
22 TOYOTA LEASE OWNER TRUST 2024-B Private 0.41% $29.2M 29,200,000
23 JPMORGAN CHASE and CO Private 0.41% $29.0M 28,456,000
24 TOYOTA AUTO RECEIVABLES 2025-B OWNER TR Private 0.41% $28.9M 28,815,000
25 BANK OF MONTREAL QUE Private 0.41% $28.7M 28,606,000
26 VMWARE INC Private 0.40% $28.1M 28,865,000
27 TRANSCANADA PIPELINES LTD Private 0.40% $28.0M 28,000,000
28 COPT DEFENSE PROPERTIES LP Private 0.39% $27.9M 28,296,000
29 JPMORGAN CHASE and CO Private 0.39% $27.5M 28,000,000
30 SUMITOMO MITSUI FINANCIAL GROUP INC Private 0.39% $27.5M 28,290,000
31 DANSKE BANK A/S Private 0.39% $27.4M 27,404,000
32 THE TORONTO DOMINION BANK Private 0.38% $27.0M 27,000,000
33 VOLKSWAGEN GROUP AMER FIN LLC Private 0.38% $27.0M 27,000,000
34 NATIONAL BANK OF CANADA Private 0.38% $26.8M 26,561,000
35 ATHENE GLOBAL FUNDING Private 0.37% $26.3M 26,208,000
36 DOMINION ENERGY INC Private 0.37% $26.3M 26,750,000
37 KEURIG DR PEPPER INC Private 0.37% $26.2M 26,204,000
38 BANK NEW YORK MELLON CORP Private 0.37% $26.2M 26,050,000
39 ARES XXXIV CLO LTD Private 0.36% $25.5M 25,476,995
40 CITIBANK, N.A. Private 0.36% $25.3M 25,100,000
41 ING GROEP NV Private 0.36% $25.3M 24,835,000
42 GLAXOSMITHKLINE CAP PLC Private 0.36% $25.2M 25,080,000
43 BANK NEW YORK MELLON CORP Private 0.35% $25.1M 25,000,000
44 DEUTSCHE BANK AG NEW YORK BNCH Private 0.35% $25.1M 25,200,000
45 NEUBERGER BERMAN LN ADVISERS NBLA CLO 50 LTD / NEUBERGER BERMAN LN Private 0.35% $25.0M 25,000,000
46 MIZUHO BANK LTD NY BRANCH Private 0.35% $25.0M 25,000,000
47 GOLDMAN SACHS GROUP INC (THE) Private 0.35% $24.8M 25,000,000
48 UBS GROUP AG Private 0.35% $24.7M 25,000,000
49 ROYAL BANK OF CANADA Private 0.35% $24.6M 24,545,000
50 MORGAN STANLEY BK NA SALT LAKE Private 0.35% $24.6M 24,500,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms