Morningstar

Fidelity Strategic Real Return Fund - Class K6 FSRKX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $9.23  /  −0.11 %
  • Fund Size $544.7M
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.510%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 4.69%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRKX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Strategic Real Return K6 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.

by Morningstar Automated Analysis
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Portfolio Holdings FSRKX

More FSRKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Garrison Str Tr

14.93 79M
—

Fidelity Cash Central Fund

2.81 15M
Cash and Equivalents

ExxonMobil Holdings Corp

1.35 7M
Energy

Corteva Inc

1.19 6M
Basic Materials

Equinix Inc

1.05 6M
Real Estate

Prologis Inc

1.02 5M
Real Estate

United States Treasury Notes 0.00125%

0.98 5M
Government

Archer-Daniels-Midland Co

0.93 5M
Consumer Defensive

United States Treasury Notes 0.02125%

0.92 5M
Government

United States Treasury Notes 0.01875%

0.92 5M
Government

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