Fidelity Advisor Strategic Real Return Fund - Class Z FIQDX

Morningstar Medalist Rating
  • NAV / 1-Day Return$9.09  /  +0.22%
  • Fund Size$550.7M
  • Adjusted Expense Ratio0.610%
  • Net Expense Ratio0.610%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryModerately Conservative Allocation
  • Equity Style Box (Funds)Mid Value
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield6.56%
  • Turnover Ratio29%

Morningstar’s Analysis FIQDX

Will FIQDX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Advisor Strategic Real Ret Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings FIQDX

  • 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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