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Fidelity Advisor Strategic Real Ret T (FSRTX)

9.60 0.00(0.00%) Jul 23
Prev Close:9.60
YTD Return*:6.57%
Net Assets*:1.27B
Yield*:1.71%

* As of 30-Jun-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 Portfolios25.2918.32
Fidelity Garrison Str Tr24.47N/A
US Treasury TIP 1.25%1.83N/A
US Treasury TIP 1.125%1.64N/A
SPG1.35N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.27B
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:6.57%
5y Avg Return:8.22%
Rank in Category (ytd):13
% Rank in Category (ytd):1.78%
Beta (3y):0.62
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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