Fidelity's Investment-Grade Securitized ETF Among Top Active ETFs
Fidelity Investment's investment-grade securitized ETF is seeing noteworthy investor attention in the current environment. The strong interest places the Fidelity Investment Grade Securitized ETF (FSEC) among the top 10 most popular active ETFs in 2025 to date, as measured by net flows, according to Kirsten Chang, senior industry analyst at VettaFi.
Hidden Gems: The Rise of Under-the-Radar Active Bond ETFs
Talk about a wild ride for interest rates. Market odds have gone from pricing in three or four rate cuts this year to pricing in just one or two following the U.S./China trade truce last weekend.
FBND: Long-Term Potential But Short-Term Headwinds
FBND has historically outperformed the total bond market due to its dynamic allocation strategy. FBND's flexible approach helps navigate market conditions better than passive funds. However, interested investors should know that economic outlook volatility and narrow credit spreads that have begun widening make high-yield and investment-grade bonds less attractive, implying a headwind for FBND.
Active Fixed Income in 2025: Another Golden Year Ahead
Friday's rip-roaring jobs report has pushed the betting markets to price in a single rate cut for the entire year of 2025. Many top Wall Street brokerages have now revised their rate forecasts.
1 Year of Bitcoin ETFs (& Why They Matter in 2025)
Spot bitcoin ETFs were approved by the SEC on January 10, 2024 — almost one year ago. As we approach this anniversary, it is impressive to see all the ETF milestones resulting from the launch.
FBND: Strong Inflows, But Don't Ignore Risks
Fidelity Total Bond ETF attracted more than $10 billion in net inflows this year. Since inception in 2014, FBND has outperformed the Bloomberg U.S. Aggregate Bond Index by 0.82% on an annualized basis. However, the ETF's tilt towards riskier assets makes it much more susceptible to cyclical shocks.
Top 9 ETFs by November Flows
The nine most-popular ETFs in November by net flows provide a range of exposures as investors look to opportunities in various segments of the market.
FBND: An Outperforming Bond Fund
FBND has provided superior risk-adjusted returns through dynamic allocation between investment-grade and junk bonds. Despite active management, the fund maintains a conservative risk profile with 36.12% in U.S. government bonds and only 10.10% in junk bonds. The ETF has consistently outperformed the Vanguard Total Bond Market ETF (BND) in both price performance and total returns, showcasing effective active management.
Fidelity Crosses $100 Billion ETF Milestone
In mid-November, Fidelity Investments joined the select ‘$100 billion in ETF assets' club. While the firm still has a sizable presence in the mutual fund world, Fidelity's ETFs have been gaining traction in 2024.
FBND: Actively Managed Intermediate Bond Fund Delivers Results
Fidelity Total Bond ETF (FBND) offers exposure to more conservative fixed-income instruments, with a meaningful weight in U.S. Treasuries. FBND is primarily an intermediate-term fixed-income fund with a duration of 6 years, which should benefit from a lower rate environment. We compare several funds to FBND today and try to lay out the case for each under different situations going forward.
Why Now May Be an Exciting Time for Active Bond ETFs
The second half of 2024 appears increasingly favorable for actively managed bond ETFs. Michael Plage, CFA, portfolio manager at Fidelity Investments, talked active fixed income investing in the Third Quarter Fixed Income Symposium hosted on the VettaFi platform.
