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Fidelity Advisor Strategic Real Ret T (FSRTX)

8.59 Down 0.01(0.12%) May 2
Prev Close:8.60
YTD Return*:2.44%
Net Assets*:835.58M
Yield*:1.26%

* As of 31-Mar-16

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 Portfolios26.00N/A
Fidelity Garrison Str Tr24.29N/A
US Treasury TIP 0.125%2.46N/A
US Treasury TIP 2.125%2.27N/A
US Treasury TIP 2.375%1.44N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:835.58M
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.07%

Performance & Risk

YTD Return:2.44%
5y Avg Return:-0.35%
Rank in Category (ytd):21
% Rank in Category (ytd):2.3%
Beta (3y):0.49
Morningstar Risk Rating:4

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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