• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.66% Nasdaq Down1.05%

    Fidelity Advisor Strategic Real Ret T (FSRTX)

    8.54 Down 0.04(0.47%) Sep 4

    Profile as of Aug 30, 2015Get Profile for:
    Fidelity Advisor Strategic Real Ret T
    Fidelity Fixed Income Trust82 Devonshire StreetBoston, MA 02109
    Phone: 877-208-0098
    Fund Overview 
    Category:Conservative Allocation
    Fund Family:Fidelity Investments
    Net Assets:1.07B
    Year-to-Date Return:-3.93%
    Morningstar Rating:1 stars
    Fund Inception Date:Sep 7, 2005
    Morningstar Style Box 
    Conservative Allocation
    [View Category Definition]
    View Top Conservative Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Joanna E. Bewick
    Lead Manager since Apr 1, 2008
    Joanna Bewick is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, Joanna serves as the lead portfolio manager on the Strategic Family of Funds. Before joining Fidelity in 1997, Joanna was a fixed income analyst at Federated Investors from 1990 to 1997. She has been in the investments industry since 1990. Joanna earned her degree in accounting from Ohio University and her MBA in finance from Katz Graduate School of Business at the University of Pittsburgh. She is also a CFA charterholder.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    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 85 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 (Jun 30, 2015) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Sep 2, 2015) : 18.00%
    Average for Category:36.92%
    Fees & Expenses 
    ExpenseFSRTXCategory Avg
    Annual Report Expense Ratio (net):1.06%0.81%
    Prospectus Net Expense Ratio:1.07%N/A
    Prospectus Gross Expense Ratio:1.07%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.00%4.85%
    Max Deferred Sales Load: N/A2.19%
    3 Yr Expense Projection*:727583
    5 Yr Expense Projection*:967943
    10 Yr Expense Projection*:1,6531,870
    * Per $10,000 invested