Investing Ideas

Invest for income with Fidelity Limited Term Bond ETF (FLTB)

With income-generating investments like the Fidelity Limited Term Bond ETF, investors can generate a reliable income source, build resilience in their portfolio, and help strengthen their overall financial foundation.

Why income is essential

Income is a cornerstone of investment portfolios, offering reliable cash flow to support financial goals now and in the future. Income-generating assets like bonds can provide stability during market downturns, resilience in uncertain times, and a strong foundation for long-term growth.

Historically, bond returns have helped offset stock declines

Bond returns in years when stocks were down, 1926–2021

Bond returns during various rate environments

Fidelity Limited Term Composite Index (1985–2023)

Where to go for income

Over the last 40 years, across various interest rate regimes (low, high, rising, falling), limited-term bond strategies have generated positive annual income in all but 4 years or 90% of the time, as illustrated in the graph to the left.

Get income generation potential with Fidelity Limited Term Bond ETF (FLTB)

  • Focus on high income
  • Consistent risk-adjusted return potential
  • Comprehensive research provides competitive advantage