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  5. FID2456: Hi, would appreciate your thoughts and any inormation you have on this mutual fund. [Fidelity Tactical High Income Fund Series F]
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Q: Hi, would appreciate your thoughts and any inormation you have on this mutual fund.
Is there a similiar ETF out there?
Thanks for your insights.

Asked by Lorraine on June 10, 2025
5i Research Answer:

FID2456 $7.8B in assets, fees 2.10% (high for an income fund). Yield 1.72%, monthly distributions. It lost 7.9% in 2022, and 10-year performance 7.74%. Fived year 6.79%. It is 37% fixed income currently. We would consider it a fairly stable, conservative income fund, and decent. XTR would be fairly equivalent, with 5-year 6.91%. 

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