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 $9.14  /  +0.33 %
  • Fund Size $544.7M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 4.60%
  • Turnover Ratio 29%
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 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Floating Rate Central Fund

26.13 135M
Corporate

Fidelity Garrison Str Tr

13.94 72M
—

Corteva Inc

1.22 6M
Basic Materials

Fidelity Cash Central Fund

1.18 6M
Cash and Equivalents

Equinix Inc

1.17 6M
Real Estate

ExxonMobil Holdings Corp

1.07 6M
Energy

Prologis Inc

1.05 5M
Real Estate

United States Treasury Notes 0.00125%

1.00 5M
Government

United States Treasury Notes 0.01875%

0.99 5M
Government

United States Treasury Notes 0.01875%

0.97 5M
Government

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