Morningstar

Fidelity Advisor Strategic Real Return Fund - Class C FCSRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return$8.88  /  +0.23%
  • Fund Size$550.7M
  • Adjusted Expense Ratio1.700%
  • Net Expense Ratio1.700%
  • Fee Level: DistributionAverage
  • Share Class TypeLevel Load
  • Morningstar CategoryModerately Conservative Allocation
  • Equity Style Box (Funds)Mid Value
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield5.59%
  • Turnover Ratio29%
NAV and 1-Day Return as of

Morningstar’s Analysis FCSRX

Will FCSRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Strategic Real Ret C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FCSRX

More FCSRX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Garrison Str Tr

15.5484M
—

Fidelity Cash Central Fund

3.1717M
Cash and Equivalents

ExxonMobil Holdings Corp

1.357M
Energy

Corteva Inc

1.257M
Basic Materials

Equinix Inc

1.176M
Real Estate

Prologis Inc

0.985M
Real Estate

United States Treasury Notes 0.02125%

0.975M
Government

United States Treasury Notes 0.00125%

0.955M
Government

United States Treasury Notes 0.01875%

0.905M
Government

United States Treasury Notes 0.01875%

0.885M
Government

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