Morningstar

Fidelity Advisor Strategic Real Return Fund - Class C FCSRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.19  /  0.00
  • Total Assets 517.1M
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 3.36%
  • Turnover 29%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 4:50 AM GMT+0

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 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Garrison Str Tr

14.69 82M
—

Fidelity Cash Central Fund

4.89 27M
Cash and Equivalents

Exxon Mobil Corp

1.24 7M
Energy

Equinix Inc

1.22 7M
Real Estate

Prologis Inc

1.11 6M
Real Estate

Corteva Inc

1.10 6M
Basic Materials

United States Treasury Notes 0.02125%

0.95 5M
Government

United States Treasury Notes 0.01875%

0.89 5M
Government

Ventas Inc

0.88 5M
Real Estate

Welltower Inc

0.88 5M
Real Estate

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