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Fidelity Advisor Strategic Real Ret T (FSRTX)

9.38 Up 0.01(0.11%) Nov 26

Profile as of Oct 30, 2014Get Profile for:
Fidelity Advisor Strategic Real Ret T
Fidelity Fixed Income Trust82 Devonshire StreetBoston, MA 02109
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Phone: 877-208-0098
Fund Overview 
Category:Conservative Allocation
Fund Family:Fidelity Investments
Net Assets:1.25B
Year-to-Date Return:3.62%
Yield:1.81%
Morningstar Rating:1 stars
Fund Inception Date:Sep 7, 2005
Morningstar Style Box 
Conservative Allocation
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Management Information 
Joanna E. Bewick
Lead Manager since Apr 1, 2008
Bewick is a portfolio manager with Fidelity Investments. She has been with the company since 1997. Prior to joining Fidelity Investments, Bewick worked as a fixed income research analyst and as senior vice president of Strategic Services. She left Fidelity and joined JP Morgan Asset Management as a vice president and fixed income analyst in 2006. Bewick returned to Fidelity in 2007 as a portfolio manager.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
FSRTX can be purchased from 84 brokerages.

Fund Summary 
The investment seeks real return consistent with reasonable investment risk. The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. It uses a neutral mix of approximately 30% inflation-protected debt securities, 25% floating rate loans, 25% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

Fund Operations 
Last Dividend (Oct 2, 2014) : 0.05
Last Cap Gain : 0.00
Annual Holdings Turnover (Nov 24, 2014) : 23.00%
Average for Category:32.66%
Fees & Expenses 
ExpenseFSRTXCategory Avg
Annual Report Expense Ratio (net):1.05%0.83%
Prospectus Net Expense Ratio:1.06%N/A
Prospectus Gross Expense Ratio:1.06%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:4.00%4.92%
Max Deferred Sales Load: N/A2.37%
3 Yr Expense Projection*:724567
5 Yr Expense Projection*:961877
10 Yr Expense Projection*:1,6421,769
* Per $10,000 invested