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Fidelity Advisor Strategic Real Ret T (FSRTX)

9.38 Up 0.02(0.21%) Sep 16
Prev Close:9.36
YTD Return*:5.50%
Net Assets*:1.25B
Yield*:1.75%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for FSRTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Fidelity Cent Invt Portfolios26.4021.49
Fidelity Garrison Str Tr23.69N/A
US Treasury TIP 1.125%1.70N/A
US Treasury TIP 1.25%1.51N/A
SPG1.37N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.25B
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:5.50%
5y Avg Return:6.71%
Rank in Category (ytd):41
% Rank in Category (ytd):5.62%
Beta (3y):0.65
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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