Fidelity Short-Term Treasury Bond Index Fund
FUMBX
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- Fidelity Short-Term Treasury Bond Index Fund (FUMBX) is an open-end mutual fund that seeks to provide investment results corresponding to the total return performance of the Bloomberg U.S. 1-5 Year Treasury Bond Index by normally investing at least 80% of assets in securities included in the index; it employs statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to replicate index returns using a representative sample of securities, while maintaining a dollar-weighted average maturity of three years or less. The fund's portfolio consists primarily of U.S. Treasury notes and bonds with high credit quality and limited interest-rate sensitivity, including top holdings such as United States Treasury Notes 4.375%, 1.875%, and 1.25%; as of the latest data, U.S. bonds comprise 98.78% of assets, with the remainder in cash equivalents. Managed within the short government bond category, it targets investors seeking low-risk, income-oriented exposure to short-term U.S. Treasuries, with a net expense ratio of 0.03%, no front-end or deferred loads, and availability in the United States. Launched on October 4, 2017, the Institutional Premium Class (FUMBX) is offered by Fidelity Investments, headquartered at 245 Summer Street, Boston, Massachusetts. The fund maintains total net assets of approximately $3.28 billion and around 102 holdings, with monthly dividend payouts. Recent portfolio management changes include Mark Lande joining as co-portfolio manager on October 1, 2024, alongside Brandon Bettencourt (since May 19, 2014), followed by Van Eswara assuming a co-portfolio manager role on October 1, 2025, reflecting Fidelity's ongoing enhancements to its fixed-income indexing team. These adjustments support the fund's strategy amid evolving interest rate environments, with no reported acquisitions, funding rounds, or major strategic shifts in the past 1-2 years.