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Morningstar

Fidelity Advisor® Strategic Real Ret A FSRAX

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 8.55  /  0.81 %
  • Total Assets 836.8 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 6.86%
  • Turnover 32%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FSRAX

Will FSRAX outperform in 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 FSRAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FSRAX 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 FSRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Fidelity Advisor® Strategic Real Ret A's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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