Dow Down 0.77% Nasdaq Down 0.71%

Fidelity Strategic Real Return (FSRRX)

9.30 Down 0.04(0.43%) Sep 30
Prev Close:9.30
YTD Return*:5.75%
Net Assets*:1.25B
Yield*:2.05%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FSRRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Fidelity Cent Invt Portfolios26.0021.49
Fidelity Garrison Str Tr23.61N/A
US Treasury TIP 1.125%1.71N/A
US Treasury TIP 1.25%1.51N/A
SPG1.33N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.25B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.75%

Performance & Risk

YTD Return:5.75%
5y Avg Return:7.05%
Rank in Category (ytd):33
% Rank in Category (ytd):4.53%
Beta (3y):0.66
Morningstar Risk Rating:3

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. View More
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