FidelityÂ® Strategic Real Return (FSRRX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for FSRRX at this time.
|Symbol||% Assets||YTD Return %|
|Fidelity Cent Invt Portfolios||27.38||7.25|
|Fidelity Garrison Str Tr||23.22||N/A|
|US Treasury TIP 1.25%||1.78||N/A|
|US Treasury TIP 0.125%||1.27||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.75%|
Performance & Risk
|5y Avg Return:||11.42%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.26%|
|Morningstar Risk Rating:||3|
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