Fund comparison · from official SEC filings
EFIPX vs FYBTX: how much do they overlap?
Fidelity Advisor Limited Term Bond Fund and Fidelity Series Short-Term Credit Fund
vs
Shared holdings
Company
EFIPX
FYBTX
T
T 3.875 04.15.29US TREASURY N/B
2.64%
0.60%
B
BAC V5.202 04.25.29BANK OF AMERICA CORP
0.31%
1.86%
?
—Fidelity Revere Street Trust
1.46%
0.21%
B
BLOX 2021-BLOX ABLOX 2021-BLOX A
0.15%
0.80%
A
ATH 5.516 03.25.27 144AATHENE GLOBAL FUNDING
0.21%
0.79%
L
LLOYDS V5.871 03.06.29LLOYDS BANKING GROUP PLC
0.20%
0.69%
S
SORT 2021-1A A1SORT 2021-1A A1
0.12%
0.65%
S
SANTAN V5.365 07.15.28 *BANCO SANTANDER SA
0.12%
0.64%
J
JPM V4.995 07.22.30JPMORGAN CHASE & CO
0.63%
0.27%
G
GS V2.64 02.24.28GOLDMAN SACHS GROUP INC
0.29%
0.55%
U
USB V4.653 02.01.29US BANCORP
0.06%
0.55%
F
FN FM1534FN FM1534
0.07%
0.54%
A
AER 6.45 04.15.27AERCAP IRELAND CAP/GLOBA
0.11%
0.54%
C
COF V7.149 10.29.27CAPITAL ONE FINANCIAL CO
0.15%
0.53%
V
VW 4.95 08.15.29 144AVOLKSWAGEN GROUP AMERICA
0.28%
0.53%
R
RCICN 3.2 03.15.27ROGERS COMMUNICATIONS IN
0.09%
0.52%
C
CHTR 3.75 02.15.28CHARTER COMM OPT LLC/CAP
0.12%
0.52%
D
DB V6.72 01.18.29DEUTSCHE BANK NY
0.21%
0.49%
T
T 1.65 02.01.28AT&T INC
0.35%
0.48%
F
F 5.303 09.06.29FORD MOTOR CREDIT CO LLC
0.21%
0.47%
F
FLAT 2024-1A A1RFLAT 2024-1A A1R
0.30%
0.46%
N
NTT 4.62 07.16.28 144ANTT FINANCE CORP
0.01%
0.45%
C
C V4.075 04.23.29CITIGROUP INC
0.32%
0.44%
A
AER 4.125 02.28.29AERCAP IRELAND CAP/GLOBA
0.22%
0.44%
M
MS V5.164 04.20.29 MTNMORGAN STANLEY
0.29%
0.43%
Only in EFIPX
T
T 3.5 02.15.29US TREASURY N/B
6.02%
T
T 3.5 12.15.28US TREASURY N/B
3.73%
T
T 3.875 03.31.31US TREASURY N/B
2.70%
A
AVGO 4.15 11.15.30BROADCOM INC
0.43%
E
EQH 1.4 08.27.27 144AEQUITABLE FINANCIAL LIFE
0.42%
N
NWG V4.964 08.15.30NATWEST GROUP PLC
0.40%
F
F 5.875 11.07.29FORD MOTOR CREDIT CO LLC
0.39%
F
FE 5 01.15.31 144ATRANS-ALLEGHENY INTERSTA
0.38%
C
C V5.174 02.13.30CITIGROUP INC
0.37%
W
WFC V5.244 01.24.31WELLS FARGO & COMPANY
0.37%
N
NOMURA 1.653 07.14.26NOMURA HOLDINGS INC
0.36%
T
TFC V5.071 05.20.31 MTNTRUIST FINANCIAL CORP
0.36%
P
PEMEX 6.7 02.16.32PETROLEOS MEXICANOS
0.36%
M
MS V5.042 07.19.30MORGAN STANLEY
0.34%
B
BAC V4.271 07.23.29 MTNBANK OF AMERICA CORP
0.34%
V
VST 5 07.31.27 144AVISTRA OPERATIONS CO LLC
0.34%
D
DTE 5.2 04.01.30DTE ENERGY CO
0.34%
I
IMBLN 5.5 02.01.30 144AIMPERIAL BRANDS FIN PLC
0.33%
C
C V4.786 03.04.29CITIGROUP INC
0.33%
D
DNKN 2021-1A A2IDNKN 2021-1A A2I
0.33%
J
JPM V2.956 05.13.31JPMORGAN CHASE & CO
0.33%
E
ET 4.55 01.15.31ENERGY TRANSFER LP
0.33%
U
USB V5.083 05.15.31US BANCORP
0.33%
T
TAP 3 07.15.26MOLSON COORS BEVERAGE
0.31%
J
JDEPNA 1.375 01.15.27 144AJDE PEET'S NV
0.30%
Only in FYBTX
T
T 3.5 03.15.29US TREASURY N/B
6.01%
B
BAC V4.948 07.22.28 MTNBANK OF AMERICA CORP
1.32%
J
JPM V4.851 07.25.28JPMORGAN CHASE & CO
1.32%
T
T 3.625 03.31.30US TREASURY N/B
1.31%
G
GM 4.75 04.06.29GENERAL MOTORS FINL CO
0.70%
M
MIZUHO V5.414 09.13.28MIZUHO FINANCIAL GROUP
0.64%
H
HSBC V5.887 08.14.27HSBC HOLDINGS PLC
0.63%
B
BACR V6.496 09.13.27BARCLAYS PLC
0.63%
D
DELL 4.75 04.01.28DELL INT LLC / EMC CORP
0.56%
M
MS V3.772 01.24.29 GMTNMORGAN STANLEY
0.55%
C
C V3.52 10.27.28CITIGROUP INC
0.55%
P
PNC V5.354 12.02.28PNC FINANCIAL SERVICES
0.53%
W
WFC V4.808 07.25.28 MTNWELLS FARGO & COMPANY
0.53%
B
BATSLN 4.448 03.16.28BAT INTL FINANCE PLC
0.53%
C
CCI 4 03.01.27CROWN CASTLE INC
0.52%
C
C V3.887 01.10.28CITIGROUP INC
0.52%
A
AMZN 4 03.13.29AMAZON.COM INC
0.52%
B
BATSLN 2.259 03.25.28BAT CAPITAL CORP
0.51%
S
SUMIAL 3.625 04.01.27SUMISHO AIR LEASE CORP
0.50%
N
NWG V5.516 09.30.28NATWEST GROUP PLC
0.48%
W
WFC V2.393 06.02.28 MTNWELLS FARGO & COMPANY
0.46%
E
EMACN 3.55 06.15.26EMERA US FINANCE LP
0.42%
G
GBLATL 4.4 09.23.27 144AGA GLOBAL FUNDING TRUST
0.42%
D
DCP 5.625 07.15.27DCP MIDSTREAM OPERATING
0.41%
A
AES 5.45 06.01.28AES CORP/THE
0.41%
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27% overlap
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26% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.