Morningstar

Fidelity Strategic Real Return Fund FSRRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return$9.09  /  −0.33%
  • Fund Size$550.7M
  • Adjusted Expense Ratio0.700%
  • Net Expense Ratio0.700%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryModerately Conservative Allocation
  • Equity Style Box (Funds)Mid Value
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield6.50%
  • Turnover Ratio29%
NAV and 1-Day Return as of

Morningstar’s Analysis FSRRX

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

  • People Pillar

    The People Pillar is our evaluation of the FSRRX 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 FSRRX’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 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FSRRX

More FSRRX 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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