Fixed Income Tools and Services - Fidelity
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Clicking a link will open a new window. Fixed Income Tools & Services
Fidelity offers a wide range of tools and services to help you create a retirement income strategy, manage your fixed income portfolio with laddered maturities, stay on top of market updates, and more. portfolios with detailed reports and analysis, calculators, and laddering tools.
Create a consistent stream of income by purchasing bonds with staggered maturities.
View your Fidelity bond and CD holdings and get detailed analytics and cash-flow reporting.
Calculate the estimated or price of a bond.
Compare the yield between taxable and tax-exempt bonds.
Get timely updates on new issues, , and sent to your wireless device or Fidelity.com inbox.
Have your and CD investments automatically reinvested at .
See how well your investments align with your financial goals.
Get help managing your bond portfolio with detailed reports and analysis. Questions
Guidance provided by Fidelity through Income Strategy Evaluator and the Planning & Guidance Center is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions. In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible. 625689.2.4 Footer
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certificate of deposit CD
a debt instrument issued by commercial banks or thrifts to raise funds for business activities or to retire other debt; Fidelity offers a type of certificate of deposit called a brokered CD maturity maturity date s
the date on which the principal amount of a fixed income security is scheduled to become due and payable, typically along with any final coupon payment. It is also a list of the maturity dates on which individual bonds issued as part of a new issue municipal bond offering will mature material events - fixed income
Material Events reflect information that pertains to municipal bonds (For Corporate and Agency/GSE bonds see Issuer Events). They are designed to bring the investor's attention to key changes of the status of a particular issue or underlying issuer. redemption
the act of an issuer calling, or purchasing a fixed-income security from the holder, generally at face value, prior to the stated maturity date Treasuries
debt obligations of the U.S. government that are issued at various intervals and with various maturities; revenue from these bonds is used to raise capital and/or refund outstanding debt; since Treasury securities are backed by the full faith and credit of the U.S. government, they are generally considered to be free from credit risk and thus typically carry lower yields than other securities; the interest paid by Treasuries is exempt from state and local tax, but is subject to federal taxes and may be subject to the federal Alternative Minimum Tax (AMT); U.S. Treasury securities include Treasury bills, Treasury notes, Treasury bonds, zero-coupon bonds, Treasury Inflation Protected Securities (TIPS), and Treasury Auctions yield
the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close